WealthStone’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
Q1 | $479K | Buy |
2,821
+150
| +6% | +$25.5K | 0.17% | 93 |
|
|
2020
Q4 | $450K | Buy |
2,671
+93
| +4% | +$15.7K | 0.16% | 91 |
|
|
2020
Q3 | $430K | Sell |
2,578
-5,636
| -69% | -$940K | 0.2% | 73 |
|
|
2020
Q2 | $913K | Buy |
+8,214
| New | +$913K | 0.44% | 31 |
|
|
2019
Q3 | – | Sell |
-17
| Closed | -$1.76K | – | 597 |
|
|
2019
Q2 | $1.76K | Buy |
+17
| New | +$1.76K | ﹤0.01% | 558 |
|