Wealthfront’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.11M | Sell |
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|
2018
Q1 | $1.48M | Sell |
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|
2017
Q4 | $2.25M | Sell |
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|
2017
Q3 | $2.47M | Buy |
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|
2017
Q2 | $1.78M | Buy |
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|
2017
Q1 | $1.55M | Sell |
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|
2016
Q4 | $2.13M | Buy |
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|
2016
Q3 | $1.77M | Buy |
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|
2016
Q2 | $1.57M | Buy |
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|
2016
Q1 | $1.42M | Buy |
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|
2015
Q4 | $835K | Sell |
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|
2015
Q3 | $1.3M | Buy |
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|
2015
Q2 | $698K | Buy |
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|
2015
Q1 | $400K | Sell |
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|
2014
Q4 | $520K | Buy |
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|
2014
Q3 | $302K | Buy |
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|
2014
Q2 | $269K | Buy |
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|
2014
Q1 | $140K | Buy |
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