Act Two Investors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-25,735
| Closed | -$3.01M | – | 37 |
|
|
2019
Q4 | $3.01M | Sell |
25,735
-22,548
| -47% | -$2.64M | 1.14% | 23 |
|
|
2019
Q3 | $5.79M | Sell |
48,283
-43,695
| -48% | -$5.24M | 2.55% | 17 |
|
|
2019
Q2 | $9.5M | Buy |
91,978
+18,393
| +25% | +$1.9M | 4.94% | 8 |
|
|
2019
Q1 | $8.22M | Buy |
73,585
+13,787
| +23% | +$1.54M | 4.73% | 9 |
|
|
2018
Q4 | $5.83M | Buy |
+59,798
| New | +$5.83M | 4.1% | 12 |
|