FMA Advisory’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $683K | Buy |
3,752
+524
| +16% | +$95.4K | 0.25% | 95 |
|
|
2021
Q2 | $671K | Buy |
3,228
+5
| +0.2% | +$1.04K | 0.25% | 93 |
|
|
2021
Q1 | $548K | Sell |
3,223
-188
| -6% | -$32K | 0.17% | 132 |
|
|
2020
Q4 | $574K | Buy |
3,411
+168
| +5% | +$28.3K | 0.19% | 123 |
|
|
2020
Q3 | $540K | Buy |
3,243
+162
| +5% | +$27K | 0.22% | 114 |
|
|
2020
Q2 | $343K | Sell |
3,081
-230
| -7% | -$25.6K | 0.15% | 126 |
|
|
2020
Q1 | $309K | Buy |
3,311
+76
| +2% | +$7.09K | 0.17% | 120 |
|
|
2019
Q4 | $379K | Buy |
+3,235
| New | +$379K | 0.15% | 125 |
|
|
2017
Q3 | – | Sell |
-1,904
| Closed | -$210 | – | 139 |
|
|
2017
Q2 | $210 | Sell |
1,904
-44
| -2% | -$5 | 0.11% | 107 |
|
|
2017
Q1 | $209K | Buy |
+1,948
| New | +$209K | 0.11% | 135 |
|