Wealthfront’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.19M | Sell |
10,156
-270
| -3% | -$31.5K | 0.01% | 223 |
|
|
2018
Q2 | $1.11M | Sell |
10,426
-3,700
| -26% | -$393K | 0.01% | 229 |
|
|
2018
Q1 | $1.48M | Sell |
14,126
-4,788
| -25% | -$501K | 0.02% | 181 |
|
|
2017
Q4 | $2.25M | Sell |
18,914
-1,620
| -8% | -$193K | 0.03% | 112 |
|
|
2017
Q3 | $2.47M | Buy |
20,534
+4,407
| +27% | +$529K | 0.03% | 92 |
|
|
2017
Q2 | $1.78M | Buy |
16,127
+1,634
| +11% | +$181K | 0.03% | 105 |
|
|
2017
Q1 | $1.56M | Sell |
14,493
-4,130
| -22% | -$443K | 0.03% | 103 |
|
|
2016
Q4 | $2.14M | Buy |
18,623
+2,443
| +15% | +$280K | 0.05% | 70 |
|
|
2016
Q3 | $1.77M | Buy |
16,180
+1,605
| +11% | +$175K | 0.04% | 71 |
|
|
2016
Q2 | $1.57M | Buy |
14,575
+1,137
| +8% | +$122K | 0.04% | 73 |
|
|
2016
Q1 | $1.42M | Buy |
13,438
+4,763
| +55% | +$502K | 0.04% | 75 |
|
|
2015
Q4 | $835K | Sell |
8,675
-4,512
| -34% | -$434K | 0.03% | 95 |
|
|
2015
Q3 | $1.3M | Buy |
13,187
+5,986
| +83% | +$591K | 0.05% | 69 |
|
|
2015
Q2 | $698K | Buy |
7,201
+3,071
| +74% | +$298K | 0.03% | 80 |
|
|
2015
Q1 | $400K | Sell |
4,130
-548
| -12% | -$53.1K | 0.02% | 104 |
|
|
2014
Q4 | $520K | Buy |
4,678
+1,603
| +52% | +$178K | 0.03% | 69 |
|
|
2014
Q3 | $302K | Buy |
3,075
+490
| +19% | +$48.1K | 0.02% | 98 |
|
|
2014
Q2 | $269K | Buy |
2,585
+1,150
| +80% | +$120K | 0.02% | 78 |
|
|
2014
Q1 | $140K | Buy |
+1,435
| New | +$140K | 0.02% | 88 |
|