Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.13M | Sell |
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|
2020
Q2 | $936K | Buy |
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|
2020
Q1 | $712K | Sell |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $971K | Buy |
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|
2019
Q2 | $833K | Buy |
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|
2019
Q1 | $895K | Buy |
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|
2018
Q4 | $763K | Buy |
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|
2018
Q3 | $869K | Sell |
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|
2018
Q2 | $804K | Sell |
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|
2018
Q1 | $908K | Buy |
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|
2017
Q4 | $939K | Buy |
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|
2017
Q3 | $776K | Buy |
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|
2017
Q2 | $705K | Sell |
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|
2017
Q1 | $699K | Sell |
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|
2016
Q4 | $765K | Sell |
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|
2016
Q3 | $730K | Sell |
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|
2016
Q2 | $721K | Sell |
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|
2016
Q1 | $727K | Sell |
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|
2015
Q4 | $753K | Buy |
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