CPA
Clear Perspective Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.16M | Buy |
5,417
+9
| +0.2% | +$1.93K | 0.35% | 55 |
|
|
2021
Q3 | $985K | Buy |
5,408
+85
| +2% | +$15.5K | 0.34% | 56 |
|
|
2021
Q2 | $1.11M | Buy |
5,323
+42
| +0.8% | +$8.74K | 0.38% | 50 |
|
|
2021
Q1 | $898K | Buy |
5,281
+245
| +5% | +$41.7K | 0.35% | 60 |
|
|
2020
Q4 | $848K | Sell |
5,036
-341
| -6% | -$57.4K | 0.35% | 55 |
|
|
2020
Q3 | $1.65K | Sell |
5,377
-160
| -3% | -$49 | 0.78% | 23 |
|
|
2020
Q2 | $616K | Sell |
5,537
-935
| -14% | -$104K | 0.34% | 54 |
|
|
2020
Q1 | $605K | Buy |
6,472
+266
| +4% | +$24.9K | 0.4% | 51 |
|
|
2019
Q4 | $726K | Sell |
6,206
-8,726
| -58% | -$1.02M | 0.45% | 53 |
|
|
2019
Q3 | $1.67M | Buy |
14,932
+7,476
| +100% | +$834K | 0.76% | 32 |
|
|
2019
Q2 | $770K | Buy |
7,456
+133
| +2% | +$13.7K | 0.49% | 51 |
|
|
2019
Q1 | $834K | Hold |
7,323
| – | – | 0.59% | 46 |
|
|
2018
Q4 | $714K | Buy |
7,323
+2,157
| +42% | +$210K | 0.59% | 49 |
|
|
2018
Q3 | $603K | Hold |
5,166
| – | – | 0.45% | 73 |
|
|
2018
Q2 | $549K | Buy |
5,166
+25
| +0.5% | +$2.66K | 0.38% | 76 |
|
|
2018
Q1 | $538K | Buy |
5,141
+587
| +13% | +$61.4K | 0.4% | 73 |
|
|
2017
Q4 | $543K | Hold |
4,554
| – | – | 0.42% | 67 |
|
|
2017
Q3 | $547K | Hold |
4,554
| – | – | 0.45% | 59 |
|
|
2017
Q2 | $504K | Sell |
4,554
-140
| -3% | -$15.5K | 0.42% | 64 |
|
|
2017
Q1 | $504K | Sell |
4,694
-1,250
| -21% | -$134K | 0.33% | 66 |
|
|
2016
Q4 | $681K | Buy |
+5,944
| New | +$681K | 0.45% | 52 |
|