Wealthstreet Investment Advisors’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
Q2 | – | Sell |
-5,291
| Closed | -$899K | – | 310 |
|
|
2021
Q1 | $899K | Sell |
5,291
-1,650
| -24% | -$280K | 0.09% | 181 |
|
|
2020
Q4 | $1.17M | Buy |
6,941
+50
| +0.7% | +$8.42K | 0.12% | 153 |
|
|
2020
Q3 | $1.15M | Buy |
6,891
+475
| +7% | +$79.1K | 0.13% | 140 |
|
|
2020
Q2 | $713K | Buy |
6,416
+800
| +14% | +$88.9K | 0.09% | 174 |
|
|
2020
Q1 | $525K | Sell |
5,616
-600
| -10% | -$56.1K | 0.08% | 177 |
|
|
2019
Q4 | $728K | Hold |
6,216
| – | – | 0.08% | 190 |
|
|
2019
Q3 | $727K | Sell |
6,216
-1,200
| -16% | -$140K | 0.09% | 178 |
|
|
2019
Q2 | $766K | Hold |
7,416
| – | – | 0.1% | 169 |
|
|
2019
Q1 | $829K | Buy |
7,416
+250
| +3% | +$27.9K | 0.11% | 160 |
|
|
2018
Q4 | $719K | Sell |
7,166
-400
| -5% | -$40.1K | 0.1% | 174 |
|
|
2018
Q3 | $884K | Sell |
7,566
-50
| -0.7% | -$5.84K | 0.11% | 167 |
|
|
2018
Q2 | $809K | Buy |
7,616
+25
| +0.3% | +$2.66K | 0.11% | 176 |
|
|
2018
Q1 | $794K | Buy |
7,591
+1,575
| +26% | +$165K | 0.1% | 179 |
|
|
2017
Q4 | $717K | Buy |
+6,016
| New | +$717K | 0.09% | 191 |
|