C-J Advisory’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
Q4 | – | Sell |
-113
| Closed | -$14K | – | 146 |
|
|
2019
Q3 | $14K | Hold |
113
| – | – | 0.01% | 121 |
|
|
2019
Q2 | $12K | Hold |
113
| – | – | 0.01% | 125 |
|
|
2019
Q1 | $13K | Hold |
113
| – | – | 0.01% | 138 |
|
|
2018
Q4 | $11K | Hold |
113
| – | – | 0.01% | 109 |
|
|
2018
Q3 | $13K | Hold |
113
| – | – | 0.01% | 111 |
|
|
2018
Q2 | $12K | Hold |
113
| – | – | 0.01% | 110 |
|
|
2018
Q1 | $12K | Hold |
113
| – | – | 0.01% | 108 |
|
|
2017
Q4 | $13K | Hold |
113
| – | – | 0.01% | 104 |
|
|
2017
Q3 | $14K | Hold |
113
| – | – | 0.01% | 97 |
|
|
2017
Q2 | $12K | Hold |
113
| – | – | 0.01% | 100 |
|
|
2017
Q1 | $12K | Sell |
113
-65
| -37% | -$6.9K | 0.01% | 101 |
|
|
2016
Q4 | $20K | Hold |
178
| – | – | 0.02% | 77 |
|
|
2016
Q3 | $19K | Buy |
+178
| New | +$19K | 0.02% | 81 |
|