Braun Stacey Associates’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 |
-2,814
| Closed | -$478K | – | 144 |
|
|
2021
Q1 | $478K | Sell |
2,814
-1,000
| -26% | -$170K | 0.02% | 124 |
|
|
2020
Q4 | $642K | Buy |
+3,814
| New | +$642K | 0.03% | 115 |
|
|
2020
Q1 | – | Sell |
-1,750
| Closed | -$205K | – | 127 |
|
|
2019
Q4 | $205K | Buy |
+1,750
| New | +$205K | 0.01% | 121 |
|
|
2014
Q1 | – | Sell |
-1,900
| Closed | -$200K | – | 163 |
|
|
2013
Q4 | $200K | Buy |
+1,900
| New | +$200K | 0.01% | 150 |
|
|
2013
Q3 | – | Sell |
-2,500
| Closed | -$216K | – | 166 |
|
|
2013
Q2 | $216K | Buy |
+2,500
| New | +$216K | 0.01% | 150 |
|