Cardan Capital Partners’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
Q3 | $1.37M | Buy |
7,524
+108
| +1% | +$19.7K | 0.15% | 113 |
|
|
2021
Q2 | $1.54M | Sell |
7,416
-255
| -3% | -$53K | 0.17% | 118 |
|
|
2021
Q1 | $1.3M | Sell |
7,671
-30
| -0.4% | -$5.1K | 0.16% | 114 |
|
|
2020
Q4 | $1.3M | Buy |
7,701
+630
| +9% | +$106K | 0.16% | 104 |
|
|
2020
Q3 | $1.18M | Buy |
7,071
+330
| +5% | +$55K | 0.16% | 117 |
|
|
2020
Q2 | $749K | Buy |
6,741
+341
| +5% | +$37.9K | 0.11% | 126 |
|
|
2020
Q1 | $598K | Buy |
6,400
+31
| +0.5% | +$2.9K | 0.1% | 117 |
|
|
2019
Q4 | $746K | Sell |
6,369
-3
| -0% | -$351 | 0.1% | 118 |
|
|
2019
Q3 | $763K | Hold |
6,372
| – | – | 0.11% | 121 |
|
|
2019
Q2 | $658K | Sell |
6,372
-1,085
| -15% | -$112K | 0.1% | 118 |
|
|
2019
Q1 | $833K | Hold |
7,457
| – | – | 0.13% | 111 |
|
|
2018
Q4 | $727K | Hold |
7,457
| – | – | 0.13% | 102 |
|
|
2018
Q3 | $871K | Hold |
7,457
| – | – | 0.14% | 94 |
|
|
2018
Q2 | $792K | Sell |
7,457
-444
| -6% | -$47.2K | 0.13% | 94 |
|
|
2018
Q1 | $827K | Buy |
+7,901
| New | +$827K | 0.14% | 93 |
|