INSTITUTE FOR WEALTH MANAGEMENT, LLC. – United Parcel Service, Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$2.12M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-11.50%
quarter
United Parcel Service, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.12% | -16 shares | -279K | $161.54 | 13.13K |
| Q2 2022 | share | Decrease | -2.51% | -338 shares | -492K | $182.54 | 13.14K |
| Q1 2022 | share | Increase | +0.78% | 105 shares | 24K | $214.46 | 13.48K |
| Q4 2021 | share | Increase | +0.25% | 34 shares | 438K | $213.9 | 13.38K |
| Q3 2021 | share | Decrease | -0.03% | -4 shares | -346K | $181.21 | 13.34K |
| Q2 2021 | share | Increase | +1.58% | 208 shares | 542K | $205.87 | 13.35K |
| Q1 2021 | share | Increase | +7.49% | 916 shares | 175K | $167.47 | 13.14K |
| Q4 2020 | share | Increase | +26.98% | 2.59K shares | 455K | $164.85 | 12.22K |
| Q3 2020 | share | Increase | +3.27% | 305 shares | 567K | $162.12 | 9.62K |
| Q2 2020 | share | Increase | +4.03% | 361 shares | 200K | $107.49 | 9.32K |
| Q1 2020 | share | Decrease | -9.97% | -993 shares | -328K | $89.38 | 8.96K |
| Q4 2019 | share | Decrease | -0.19% | -19 shares | -30K | $110.86 | 9.95K |
| Q3 2019 | share | Decrease | -8.37% | -911 shares | 71K | $112.6 | 9.97K |
| Q2 2019 | share | Decrease | -6.16% | -715 shares | -172K | $96.25 | 10.88K |
| Q1 2019 | share | Increase | 0.00% | 11.6K shares | 1.29M | $103.15 | 11.6K |
| Q4 2018 | share | Decrease | -100.00% | -10.92K shares | -1.28M | $89.26 | 0 |
| Q3 2018 | share | Increase | +1.17% | 126 shares | 131K | $105.97 | 10.92K |
| Q2 2018 | share | Decrease | -0.02% | -2 shares | -71K | $95.71 | 10.80K |
| Q1 2018 | share | Decrease | -5.56% | -636 shares | -141K | $93.56 | 10.80K |
| Q4 2017 | share | Increase | +8.69% | 915 shares | 101K | $105.6 | 11.43K |
| Q3 2017 | share | Increase | +0.50% | 52 shares | 108K | $105.66 | 10.52K |
| Q2 2017 | share | Increase | 0.00% | 10.47K shares | 1.15M | $96.58 | 10.47K |