Alethea Capital Management’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 |
-4,150
| Closed | -$705K | – | 104 |
|
|
2021
Q1 | $705K | Buy |
+4,150
| New | +$705K | 0.43% | 38 |
|
|
2018
Q3 | – | Sell |
-4,598
| Closed | -$488K | – | 89 |
|
|
2018
Q2 | $488K | Buy |
+4,598
| New | +$488K | 0.83% | 35 |
|
|
2017
Q1 | – | Sell |
-18,641
| Closed | -$2.14M | – | 100 |
|
|
2016
Q4 | $2.14M | Buy |
+18,641
| New | +$2.14M | 2.7% | 8 |
|
|
2016
Q2 | – | Sell |
-24,452
| Closed | -$2.58M | – | 79 |
|
|
2016
Q1 | $2.58M | Buy |
+24,452
| New | +$2.58M | 2.87% | 11 |
|