Coe Capital Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-12,322
| Closed | -$1.44M | – | 77 |
|
|
2019
Q4 | $1.44M | Sell |
12,322
-1,046
| -8% | -$122K | 1.84% | 21 |
|
|
2019
Q3 | $1.6M | Buy |
13,368
+244
| +2% | +$29.2K | 1.77% | 19 |
|
|
2019
Q2 | $1.36M | Sell |
13,124
-398
| -3% | -$41.1K | 1.5% | 24 |
|
|
2019
Q1 | $1.51M | Buy |
13,522
+7,887
| +140% | +$881K | 1.76% | 21 |
|
|
2018
Q4 | $550K | Sell |
5,635
-9,773
| -63% | -$954K | 0.68% | 49 |
|
|
2018
Q3 | $1.8M | Buy |
+15,408
| New | +$1.8M | 1.78% | 21 |
|