Ashburton (Jersey)’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 |
-62
| Closed | -$11K | – | 69 |
|
|
2021
Q1 | $11K | Hold |
62
| – | – | 0.01% | 53 |
|
|
2020
Q4 | $10K | Hold |
62
| – | – | ﹤0.01% | 63 |
|
|
2020
Q3 | $7K | Hold |
62
| – | – | ﹤0.01% | 68 |
|
|
2020
Q2 | $7K | Sell |
62
-352
| -85% | -$39.7K | ﹤0.01% | 68 |
|
|
2020
Q1 | $39K | Hold |
414
| – | – | 0.02% | 59 |
|
|
2019
Q4 | $48K | Sell |
414
-17
| -4% | -$1.97K | 0.02% | 63 |
|
|
2019
Q3 | $52K | Hold |
431
| – | – | 0.03% | 63 |
|
|
2019
Q2 | $45K | Buy |
+431
| New | +$45K | 0.02% | 73 |
|