All Terrain Financial Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$213K | – | 80 |
|
|
2023
Q1 | $213K | Buy |
+1,100
| New | +$213K | 0.09% | 67 |
|
|
2022
Q3 | – | Sell |
-1,100
| Closed | -$201K | – | 73 |
|
|
2022
Q2 | $201K | Hold |
1,100
| – | – | 0.09% | 69 |
|
|
2022
Q1 | $236K | Hold |
1,100
| – | – | 0.1% | 69 |
|
|
2021
Q4 | $236K | Hold |
1,100
| – | – | 0.1% | 68 |
|
|
2021
Q3 | $200K | Hold |
1,100
| – | – | 0.09% | 74 |
|
|
2021
Q2 | $229K | Buy |
+1,100
| New | +$229K | 0.1% | 75 |
|
|
2019
Q4 | – | Sell |
-1,100
| Closed | -$132K | – | 149 |
|
|
2019
Q3 | $132K | Hold |
1,100
| – | – | 0.04% | 129 |
|
|
2019
Q2 | $114K | Sell |
1,100
-24,688
| -96% | -$2.56M | 0.04% | 137 |
|
|
2019
Q1 | $2.88M | Sell |
25,788
-1,430
| -5% | -$160K | 1% | 20 |
|
|
2018
Q4 | $2.66M | Sell |
27,218
-872
| -3% | -$85.1K | 1.06% | 21 |
|
|
2018
Q3 | $3.28M | Sell |
28,090
-120
| -0.4% | -$14K | 1.34% | 16 |
|
|
2018
Q2 | $3M | Buy |
28,210
+194
| +0.7% | +$20.6K | 1.34% | 18 |
|
|
2018
Q1 | $2.93M | Buy |
28,016
+1,108
| +4% | +$116K | 1.33% | 18 |
|
|
2017
Q4 | $3.21M | Buy |
+26,908
| New | +$3.21M | 1.47% | 16 |
|