Clear Perspective Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $985K | Buy |
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|
2021
Q2 | $1.11M | Buy |
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|
2021
Q1 | $898K | Buy |
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|
2020
Q4 | $848K | Sell |
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|
2020
Q3 | $1.65K | Sell |
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|
2020
Q2 | $616K | Sell |
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|
2020
Q1 | $605K | Buy |
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|
2019
Q4 | $726K | Sell |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $770K | Buy |
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|
2019
Q1 | $834K | Hold |
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|
2018
Q4 | $714K | Buy |
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|
2018
Q3 | $603K | Hold |
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|
2018
Q2 | $549K | Buy |
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|
2018
Q1 | $538K | Buy |
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|
2017
Q4 | $543K | Hold |
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|
2017
Q3 | $547K | Hold |
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|
2017
Q2 | $504K | Sell |
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|
2017
Q1 | $504K | Sell |
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|
2016
Q4 | $681K | Buy |
|