American Portfolios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.26M | Sell |
14,001
-3,398
| -20% | -$549K | 0.1% | 215 |
|
|
2022
Q2 | $3.18M | Buy |
17,399
+1,872
| +12% | +$342K | 0.13% | 168 |
|
|
2022
Q1 | $3.33M | Buy |
15,527
+127
| +0.8% | +$27.2K | 0.11% | 188 |
|
|
2021
Q4 | $3.3M | Buy |
15,400
+484
| +3% | +$104K | 0.11% | 181 |
|
|
2021
Q3 | $2.72M | Buy |
14,916
+4,391
| +42% | +$800K | 0.1% | 204 |
|
|
2021
Q2 | $2.19M | Sell |
10,525
-467
| -4% | -$97.1K | 0.08% | 243 |
|
|
2021
Q1 | $1.87M | Buy |
10,992
+157
| +1% | +$26.7K | 0.08% | 245 |
|
|
2020
Q4 | $1.82M | Sell |
10,835
-6,379
| -37% | -$1.07M | 0.09% | 205 |
|
|
2020
Q3 | $2.87M | Buy |
17,214
+6,848
| +66% | +$1.14M | 0.17% | 125 |
|
|
2020
Q2 | $1.15M | Sell |
10,366
-1,139
| -10% | -$127K | 0.08% | 242 |
|
|
2020
Q1 | $1.07M | Buy |
11,505
+4,331
| +60% | +$405K | 0.09% | 206 |
|
|
2019
Q4 | $840K | Buy |
7,174
+207
| +3% | +$24.2K | 0.06% | 309 |
|
|
2019
Q3 | $835K | Buy |
6,967
+1,817
| +35% | +$218K | 0.07% | 276 |
|
|
2019
Q2 | $532K | Buy |
5,150
+191
| +4% | +$19.7K | 0.04% | 373 |
|
|
2019
Q1 | $554K | Buy |
4,959
+1,025
| +26% | +$115K | 0.05% | 347 |
|
|
2018
Q4 | $384K | Sell |
3,934
-1,166
| -23% | -$114K | 0.05% | 343 |
|
|
2018
Q3 | $595K | Buy |
5,100
+288
| +6% | +$33.6K | 0.07% | 273 |
|
|
2018
Q2 | $511K | Buy |
4,812
+65
| +1% | +$6.91K | 0.07% | 277 |
|
|
2018
Q1 | $497K | Sell |
4,747
-143
| -3% | -$15K | 0.07% | 262 |
|
|
2017
Q4 | $583K | Buy |
+4,890
| New | +$583K | 0.09% | 223 |
|