Camarda Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-90
| Closed | -$9K | – | 437 |
|
|
2019
Q2 | $9K | Sell |
90
-3,110
| -97% | -$311K | 0.02% | 161 |
|
|
2019
Q1 | $358K | Sell |
3,200
-28
| -0.9% | -$3.13K | 0.68% | 30 |
|
|
2018
Q4 | $315K | Buy |
3,228
+28
| +0.9% | +$2.73K | 0.37% | 33 |
|
|
2018
Q3 | $374K | Buy |
3,200
+1,000
| +45% | +$117K | 0.42% | 42 |
|
|
2018
Q2 | $234K | Hold |
2,200
| – | – | 0.25% | 64 |
|
|
2018
Q1 | $230K | Hold |
2,200
| – | – | 0.24% | 64 |
|
|
2017
Q4 | $262K | Sell |
2,200
-192
| -8% | -$22.9K | 0.31% | 59 |
|
|
2017
Q3 | $287K | Sell |
2,392
-74
| -3% | -$8.88K | 0.31% | 67 |
|
|
2017
Q2 | $273K | Buy |
+2,466
| New | +$273K | 0.29% | 68 |
|