XCEL WEALTH MANAGEMENT, LLC – United Parcel Service, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$854,000
portfolio value
XCEL 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 | 0.00% | 0 shares | -111K | $161.54 | 5.28K | |
| Q2 2022 | share | Decrease | -79.45% | -20.45K shares | -4.55M | $182.54 | 5.28K |
| Q1 2022 | share | Decrease | -33.29% | -12.84K shares | -2.75M | $214.46 | 25.73K |
| Q4 2021 | share | Decrease | -1.94% | -765 shares | 1.10M | $213.9 | 38.58K |
| Q3 2021 | share | Increase | +7.44% | 2.72K shares | -451K | $181.21 | 39.34K |
| Q2 2021 | share | Decrease | -0.77% | -285 shares | 1.34M | $205.87 | 36.62K |
| Q1 2021 | share | Increase | +17.70% | 5.55K shares | 994K | $167.47 | 36.90K |
| Q4 2020 | share | Increase | +17.30% | 4.62K shares | 826K | $164.85 | 31.35K |
| Q3 2020 | share | Decrease | -1.02% | -275 shares | 1.45M | $162.12 | 26.73K |
| Q2 2020 | share | Increase | 0.00% | 27.00K shares | 3.00M | $107.49 | 27.00K |