Wealthstreet Investment Advisors’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
2021 Q2	–	Sell	-5,291	Closed	-$899K	–	310
2021 Q1	$899K	Sell	5,291 -1,650	-24%	-$267K	0.09%	181
2020 Q4	$1.17M	Buy	6,941 +50	+0.7%	+$8.44K	0.12%	153
2020 Q3	$1.15M	Buy	6,891 +475	+7%	+$69.2K	0.13%	140
2020 Q2	$713K	Buy	6,416 +800	+14%	+$79.9K	0.09%	174
2020 Q1	$525K	Sell	5,616 -600	-10%	-$62.2K	0.08%	177
2019 Q4	$728K	Hold	6,216	–	–	0.08%	190
2019 Q3	$727K	Sell	6,216 -1,200	-16%	-$137K	0.09%	178
2019 Q2	$766K	Hold	7,416	–	–	0.1%	169
2019 Q1	$829K	Buy	7,416 +250	+3%	+$26.5K	0.11%	160
2018 Q4	$719K	Sell	7,166 -400	-5%	-$43.4K	0.1%	174
2018 Q3	$884K	Sell	7,566 -50	-0.7%	-$5.88K	0.11%	167
2018 Q2	$809K	Buy	7,616 +25	+0.3%	+$2.81K	0.11%	176
2018 Q1	$794K	Buy	7,591 +1,575	+26%	+$182K	0.1%	179
2017 Q4	$717K	Buy	+6,016	New	+$707K	0.09%	191