Claraphi Advisory Network’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
Q1 | – | Sell |
-5,385
| Closed | -$907K | – | 338 |
|
|
2020
Q4 | $907K | Buy |
5,385
+532
| +11% | +$89.6K | 0.25% | 82 |
|
|
2020
Q3 | $809K | Buy |
4,853
+309
| +7% | +$51.5K | 0.29% | 66 |
|
|
2020
Q2 | $505K | Sell |
4,544
-247
| -5% | -$27.5K | 0.22% | 96 |
|
|
2020
Q1 | $448K | Buy |
+4,791
| New | +$448K | 0.21% | 93 |
|
|
2019
Q1 | – | Sell |
-2,057
| Closed | -$201K | – | 253 |
|
|
2018
Q4 | $201K | Sell |
2,057
-474
| -19% | -$46.3K | 0.15% | 187 |
|
|
2018
Q3 | $296K | Sell |
2,531
-199
| -7% | -$23.3K | 0.17% | 168 |
|
|
2018
Q2 | $291K | Sell |
2,730
-26
| -0.9% | -$2.77K | 0.19% | 161 |
|
|
2018
Q1 | $289K | Buy |
+2,756
| New | +$289K | 0.2% | 152 |
|