Berman Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $710K | Buy |
3,907
+153
| +4% | +$27.8K | 0.11% | 100 |
|
|
2021
Q2 | $780K | Buy |
3,754
+459
| +14% | +$95.4K | 0.12% | 82 |
|
|
2021
Q1 | $559K | Buy |
3,295
+350
| +12% | +$59.4K | 0.12% | 91 |
|
|
2020
Q4 | $495K | Buy |
2,945
+101
| +4% | +$17K | 0.12% | 87 |
|
|
2020
Q3 | $473K | Buy |
2,844
+1,769
| +165% | +$294K | 0.13% | 76 |
|
|
2020
Q2 | $118K | Sell |
1,075
-6
| -0.6% | -$659 | 0.03% | 202 |
|
|
2020
Q1 | $100K | Buy |
1,081
+313
| +41% | +$29K | 0.03% | 193 |
|
|
2019
Q4 | $89K | Buy |
768
+74
| +11% | +$8.58K | 0.03% | 237 |
|
|
2019
Q3 | $83K | Buy |
694
+168
| +32% | +$20.1K | 0.03% | 235 |
|
|
2019
Q2 | $54K | Sell |
526
-269
| -34% | -$27.6K | 0.02% | 291 |
|
|
2019
Q1 | $88K | Sell |
795
-3,417
| -81% | -$378K | 0.03% | 210 |
|
|
2018
Q4 | $410K | Buy |
+4,212
| New | +$410K | 0.16% | 59 |
|
|
2018
Q3 | – | Sell |
-1,976
| Closed | -$210K | – | 124 |
|
|
2018
Q2 | $210K | Sell |
1,976
-50
| -2% | -$5.31K | 0.07% | 110 |
|
|
2018
Q1 | $212K | Buy |
+2,026
| New | +$212K | 0.08% | 96 |
|