FinTrust Capital Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $215K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $314K | Hold |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $436K | Buy |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $285K | Sell |
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|
2021
Q2 | $339K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $202 | Sell |
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|
2020
Q2 | $139K | Sell |
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|
2020
Q1 | $181K | Sell |
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|
2019
Q4 | $234K | Buy |
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|
2019
Q3 | $200K | Buy |
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|
2019
Q2 | $165K | Buy |
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|
2019
Q1 | $166K | Buy |
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|
2018
Q4 | $143K | Buy |
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