Epstein & White Financial’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
Q4 | – | Sell |
-1,265
| Closed | -$213K | – | 89 |
|
|
2020
Q3 | $213K | Buy |
+1,265
| New | +$213K | 0.08% | 68 |
|
|
2019
Q4 | – | Sell |
-5,433
| Closed | -$654K | – | 84 |
|
|
2019
Q3 | $654K | Buy |
5,433
+1,175
| +28% | +$141K | 0.32% | 36 |
|
|
2019
Q2 | $440K | Buy |
4,258
+1,066
| +33% | +$110K | 0.23% | 46 |
|
|
2019
Q1 | $367K | Buy |
+3,192
| New | +$367K | 0.21% | 52 |
|
|
2018
Q3 | – | Sell |
-1,721
| Closed | -$214K | – | 109 |
|
|
2018
Q2 | $214K | Sell |
1,721
-94
| -5% | -$11.7K | 0.16% | 99 |
|
|
2018
Q1 | $223K | Buy |
1,815
+348
| +24% | +$42.8K | 0.14% | 99 |
|
|
2017
Q4 | $228K | Buy |
+1,467
| New | +$228K | 0.13% | 96 |
|