CFN

Cordasco Financial Network’s United Parcel Service UPS Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$47K	Buy	259 +104	+67%	+$18.9K	0.03%	197
2022 Q1	$33K	Hold	155	–	–	0.02%	245
2021 Q4	$33K	Hold	155	–	–	0.02%	245
2021 Q3	$28K	Hold	155	–	–	0.02%	261
2021 Q2	$32K	Hold	155	–	–	0.02%	251
2021 Q1	$26K	Hold	155	–	–	0.02%	266
2020 Q4	$26K	Hold	155	–	–	0.02%	224
2020 Q3	$26K	Buy	155 +70	+82%	+$11.7K	0.02%	223
2020 Q2	$9K	Hold	85	–	–	0.01%	298
2020 Q1	$8K	Hold	85	–	–	0.01%	284
2019 Q4	$10K	Hold	85	–	–	0.01%	283
2019 Q3	$10K	Hold	85	–	–	0.01%	292
2019 Q2	$9K	Sell	85 -74	-47%	-$7.84K	0.01%	301
2019 Q1	$18K	Hold	159	–	–	0.02%	243
2018 Q4	$16K	Buy	159 +109	+218%	+$11K	0.02%	208
2018 Q3	$6K	Sell	50 -100	-67%	-$12K	0.01%	276
2018 Q2	$16K	Hold	150	–	–	0.02%	217
2018 Q1	$16K	Hold	150	–	–	0.02%	180
2017 Q4	$18K	Hold	150	–	–	0.02%	165
2017 Q3	$18K	Hold	150	–	–	0.02%	160
2017 Q2	$17K	Hold	150	–	–	0.02%	159
2017 Q1	$16K	Hold	150	–	–	0.02%	170
2016 Q4	$17K	Hold	150	–	–	0.02%	162
2016 Q3	$16K	Hold	150	–	–	0.02%	179
2016 Q2	$16K	Sell	150 -260	-63%	-$27.7K	0.02%	179
2016 Q1	$43K	Hold	410	–	–	0.05%	139
2015 Q4	$39K	Hold	410	–	–	0.03%	141
2015 Q3	$40K	Hold	410	–	–	0.03%	142
2015 Q2	$40K	Hold	410	–	–	0.03%	147
2015 Q1	$40K	Hold	410	–	–	0.03%	165
2014 Q4	$46K	Hold	410	–	–	0.04%	164
2014 Q3	$40K	Buy	410 +260	+173%	+$25.4K	0.03%	175
2014 Q2	$15K	Hold	150	–	–	0.01%	226
2014 Q1	$15K	Hold	150	–	–	0.01%	222
2013 Q4	$16K	Buy	+150	New	+$16K	0.01%	216