WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $430K | Buy |
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|
2017
Q1 | $376K | Buy |
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|
2016
Q4 | $293K | Sell |
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|
2016
Q3 | $287K | Buy |
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|
2016
Q2 | $277K | Buy |
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|
2016
Q1 | $214K | Sell |
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|
2015
Q4 | $201K | Buy |
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|
2015
Q3 | $205K | Sell |
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|
2015
Q2 | $216K | Buy |
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|
2015
Q1 | $184K | Sell |
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|
2014
Q4 | $913K | Sell |
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|
2014
Q3 | $906K | Buy |
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|
2014
Q2 | $926K | Buy |
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|
2014
Q1 | $838K | Sell |
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|
2013
Q4 | $1.06M | Sell |
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|
2013
Q3 | $955K | Buy |
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|
2013
Q2 | $708K | Buy |
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