Altshuler Shaham’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-34
| Closed | -$7K | – | 655 |
|
|
2021
Q2 | $7K | Sell |
34
-7
| -17% | -$1.44K | ﹤0.01% | 572 |
|
|
2021
Q1 | $7K | Sell |
41
-2,787
| -99% | -$476K | ﹤0.01% | 421 |
|
|
2020
Q4 | $476K | Buy |
2,828
+2,784
| +6,327% | +$469K | 0.01% | 107 |
|
|
2020
Q3 | $7K | Buy |
+44
| New | +$7K | ﹤0.01% | 357 |
|
|
2020
Q1 | – | Sell |
-1,450
| Closed | -$170K | – | 615 |
|
|
2019
Q4 | $170K | Hold |
1,450
| – | – | ﹤0.01% | 168 |
|
|
2019
Q3 | $172K | Sell |
1,450
-14,958
| -91% | -$1.77M | 0.01% | 169 |
|
|
2019
Q2 | $2.08M | Sell |
16,408
-5,537
| -25% | -$702K | 0.09% | 43 |
|
|
2019
Q1 | $2.34M | Sell |
21,945
-19,994
| -48% | -$2.13M | 0.11% | 40 |
|
|
2018
Q4 | $3.99M | Sell |
41,939
-461
| -1% | -$43.8K | 0.18% | 30 |
|
|
2018
Q3 | $4.83M | Buy |
42,400
+35,300
| +497% | +$4.02M | 0.25% | 31 |
|
|
2018
Q2 | $642K | Hold |
7,100
| – | – | 0.05% | 94 |
|
|
2018
Q1 | $634K | Sell |
7,100
-537
| -7% | -$48K | 0.08% | 89 |
|
|
2017
Q4 | $817K | Buy |
+7,637
| New | +$817K | 0.12% | 62 |
|