Bernicke 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-7,513
| Closed | -$840K | – | 52 |
|
|
2019
Q1 | $840K | Buy |
7,513
+371
| +5% | +$41.5K | 0.53% | 36 |
|
|
2018
Q4 | $697K | Buy |
7,142
+506
| +8% | +$49.4K | 0.48% | 36 |
|
|
2018
Q3 | $775K | Buy |
6,636
+574
| +9% | +$67K | 0.51% | 36 |
|
|
2018
Q2 | $644K | Buy |
6,062
+872
| +17% | +$92.6K | 0.45% | 42 |
|
|
2018
Q1 | $543K | Buy |
5,190
+113
| +2% | +$11.8K | 0.4% | 43 |
|
|
2017
Q4 | $605K | Buy |
5,077
+397
| +8% | +$47.3K | 0.46% | 34 |
|
|
2017
Q3 | $562K | Buy |
4,680
+672
| +17% | +$80.7K | 0.44% | 25 |
|
|
2017
Q2 | $443K | Buy |
4,008
+1,512
| +61% | +$167K | 0.35% | 32 |
|
|
2017
Q1 | $268K | Buy |
+2,496
| New | +$268K | 0.22% | 44 |
|