Wealthcare Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-147
| Closed | -$25K | – | 636 |
|
|
2021
Q1 | $25K | Buy |
+147
| New | +$25K | ﹤0.01% | 197 |
|
|
2020
Q2 | – | Sell |
-27
| Closed | -$3K | – | 233 |
|
|
2020
Q1 | $3K | Sell |
27
-29
| -52% | -$3.22K | ﹤0.01% | 221 |
|
|
2019
Q4 | $7K | Buy |
+56
| New | +$7K | ﹤0.01% | 221 |
|
|
2017
Q4 | – | Sell |
-12
| Closed | -$1K | – | 236 |
|
|
2017
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 177 |
|
|
2017
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 171 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 179 |
|
|
2016
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 177 |
|
|
2016
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 190 |
|
|
2016
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 191 |
|
|
2016
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 199 |
|
|
2015
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 210 |
|
|
2015
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 233 |
|
|
2015
Q2 | $1K | Sell |
12
-2,860
| -100% | -$238K | ﹤0.01% | 365 |
|
|
2015
Q1 | $278K | Buy |
2,872
+2,860
| +23,833% | +$277K | 0.03% | 82 |
|
|
2014
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 192 |
|