BMT Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.33M | Hold |
24,956
| – | – | 1.46% | 27 |
|
|
2019
Q4 | $2.92M | Hold |
24,956
| – | – | 1.34% | 26 |
|
|
2019
Q3 | $2.99M | Buy |
24,956
+2,910
| +13% | +$349K | 1.53% | 16 |
|
|
2019
Q2 | $2.28M | Buy |
22,046
+174
| +0.8% | +$18K | 1.19% | 41 |
|
|
2019
Q1 | $2.44M | Buy |
21,872
+733
| +3% | +$81.9K | 1.34% | 27 |
|
|
2018
Q4 | $2.06M | Buy |
21,139
+2,000
| +10% | +$195K | 1.31% | 31 |
|
|
2018
Q3 | $2.23M | Buy |
19,139
+1,512
| +9% | +$176K | 1.28% | 33 |
|
|
2018
Q2 | $1.87M | Sell |
17,627
-1,500
| -8% | -$159K | 1.19% | 44 |
|
|
2018
Q1 | $2M | Buy |
19,127
+1,279
| +7% | +$134K | 1.35% | 24 |
|
|
2017
Q4 | $2.13M | Buy |
17,848
+5,158
| +41% | +$615K | 1.54% | 11 |
|
|
2017
Q3 | $1.52M | Buy |
+12,690
| New | +$1.52M | 1.41% | 24 |
|