CIA
CSat Investment Advisory’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $6K | Buy |
33
+8
| +32% | +$1.46K | 0.01% | 487 |
|
|
2020
Q4 | $4K | Sell |
25
-3,792
| -99% | -$607K | ﹤0.01% | 500 |
|
|
2020
Q3 | $636K | Sell |
3,817
-8,908
| -70% | -$1.48M | 0.06% | 162 |
|
|
2020
Q2 | $1.42M | Sell |
12,725
-1,469
| -10% | -$163K | 0.17% | 60 |
|
|
2020
Q1 | $1.33M | Buy |
14,194
+1,714
| +14% | +$160K | 0.28% | 45 |
|
|
2019
Q4 | $1.46M | Sell |
12,480
-1,650
| -12% | -$193K | 0.38% | 46 |
|
|
2019
Q3 | $1.69M | Sell |
14,130
-613
| -4% | -$73.4K | 0.53% | 24 |
|
|
2019
Q2 | $1.52M | Sell |
14,743
-3,467
| -19% | -$358K | 0.54% | 30 |
|
|
2019
Q1 | $2.04M | Buy |
18,210
+2,399
| +15% | +$268K | 1.03% | 17 |
|
|
2018
Q4 | $1.54M | Sell |
15,811
-340
| -2% | -$33.2K | 0.92% | 24 |
|
|
2018
Q3 | $1.89M | Buy |
16,151
+720
| +5% | +$84.1K | 1.07% | 24 |
|
|
2018
Q2 | $1.64M | Buy |
+15,431
| New | +$1.64M | 0.87% | 30 |
|