Arbor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-32,903
| Closed | -$3.07M | – | 40 |
|
|
2020
Q1 | $3.07M | Buy |
32,903
+13,271
| +68% | +$1.24M | 1.95% | 17 |
|
|
2019
Q4 | $2.3M | Sell |
19,632
-21,744
| -53% | -$2.55M | 0.96% | 31 |
|
|
2019
Q3 | $4.96M | Sell |
41,376
-7,622
| -16% | -$913K | 2.55% | 17 |
|
|
2019
Q2 | $5.06M | Buy |
48,998
+6,687
| +16% | +$691K | 2.73% | 16 |
|
|
2019
Q1 | $4.73M | Sell |
42,311
-304
| -0.7% | -$34K | 2.85% | 12 |
|
|
2018
Q4 | $4.16M | Buy |
+42,615
| New | +$4.16M | 3.65% | 10 |
|
|
2018
Q2 | – | Sell |
-30,267
| Closed | -$3.52M | – | 67 |
|
|
2018
Q1 | $3.52M | Buy |
+30,267
| New | +$3.52M | 3.01% | 13 |
|
|
2016
Q1 | – | Sell |
-1,197
| Closed | -$117K | – | 124 |
|
|
2015
Q4 | $117K | Buy |
+1,197
| New | +$117K | 0.13% | 85 |
|