B. Riley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.16K | Buy |
11,824
+2,414
| +26% | +$441 | ﹤0.01% | 206 |
|
|
2022
Q1 | $2.02M | Buy |
9,410
+257
| +3% | +$55.1K | 0.16% | 136 |
|
|
2021
Q4 | $1.96M | Buy |
9,153
+263
| +3% | +$56.4K | 0.14% | 149 |
|
|
2021
Q3 | $1.62M | Buy |
+8,890
| New | +$1.62M | 0.12% | 168 |
|
|
2020
Q3 | – | Sell |
-6,560
| Closed | -$730K | – | 522 |
|
|
2020
Q2 | $730K | Sell |
6,560
-2,418
| -27% | -$269K | 0.08% | 188 |
|
|
2020
Q1 | $839K | Buy |
8,978
+5,860
| +188% | +$548K | 0.09% | 196 |
|
|
2019
Q4 | $365K | Buy |
3,118
+488
| +19% | +$57.1K | 0.05% | 258 |
|
|
2019
Q3 | $315K | Sell |
2,630
-24
| -0.9% | -$2.88K | 0.06% | 263 |
|
|
2019
Q2 | $274 | Sell |
2,654
-210
| -7% | -$22 | 0.04% | 304 |
|
|
2019
Q1 | $320K | Buy |
2,864
+377
| +15% | +$42.1K | 0.06% | 267 |
|
|
2018
Q4 | $243K | Buy |
2,487
+167
| +7% | +$16.3K | 0.05% | 277 |
|
|
2018
Q3 | $271K | Buy |
+2,320
| New | +$271K | 0.07% | 233 |
|
|
2015
Q3 | – | Sell |
-50
| Closed | -$4K | – | 715 |
|
|
2015
Q2 | $4K | Hold |
50
| – | – | ﹤0.01% | 894 |
|
|
2015
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 896 |
|
|
2014
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 853 |
|
|
2014
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 931 |
|
|
2014
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 944 |
|
|
2014
Q1 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 890 |
|