BAM
Bruderman Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,643
| Closed | -$184K | – | 539 |
|
|
2019
Q1 | $184K | Buy |
1,643
+17
| +1% | +$1.9K | 0.04% | 136 |
|
|
2018
Q4 | $159K | Buy |
1,626
+1,296
| +393% | +$127K | 0.04% | 132 |
|
|
2018
Q3 | $39K | Sell |
330
-20
| -6% | -$2.36K | 0.01% | 215 |
|
|
2018
Q2 | $37K | Sell |
350
-2,641
| -88% | -$279K | 0.01% | 227 |
|
|
2018
Q1 | $313K | Buy |
2,991
+79
| +3% | +$8.27K | 0.08% | 108 |
|
|
2017
Q4 | $347K | Buy |
2,912
+145
| +5% | +$17.3K | 0.09% | 99 |
|
|
2017
Q3 | $332K | Sell |
2,767
-70
| -2% | -$8.4K | 0.09% | 102 |
|
|
2017
Q2 | $314K | Buy |
2,837
+338
| +14% | +$37.4K | 0.08% | 99 |
|
|
2017
Q1 | $268K | Buy |
2,499
+1,963
| +366% | +$211K | 0.08% | 98 |
|
|
2016
Q4 | $61K | Buy |
536
+2
| +0.4% | +$228 | 0.02% | 181 |
|
|
2016
Q3 | $58K | Sell |
534
-52
| -9% | -$5.65K | 0.02% | 190 |
|
|
2016
Q2 | $63K | Buy |
586
+55
| +10% | +$5.91K | 0.02% | 187 |
|
|
2016
Q1 | $56K | Buy |
531
+2
| +0.4% | +$211 | 0.02% | 190 |
|
|
2015
Q4 | $51K | Buy |
529
+2
| +0.4% | +$193 | 0.02% | 203 |
|
|
2015
Q3 | $52K | Buy |
527
+1
| +0.2% | +$99 | 0.02% | 206 |
|
|
2015
Q2 | $51K | Buy |
526
+2
| +0.4% | +$194 | 0.02% | 216 |
|
|
2015
Q1 | $51K | Buy |
+524
| New | +$51K | 0.02% | 210 |
|