FormulaFolio Investments’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
Q2 | $18K | Hold |
85
| – | – | 0.01% | 197 |
|
|
2021
Q1 | $18K | Sell |
85
-15,638
| -99% | -$3.31M | 0.01% | 195 |
|
|
2020
Q4 | $2.65M | Buy |
15,723
+8,653
| +122% | +$1.46M | 0.06% | 219 |
|
|
2020
Q3 | $1.18M | Sell |
7,070
-19,078
| -73% | -$3.18M | 0.05% | 136 |
|
|
2020
Q2 | $2.91M | Buy |
26,148
+16,552
| +172% | +$1.84M | 0.12% | 72 |
|
|
2020
Q1 | $896K | Sell |
9,596
-796
| -8% | -$74.3K | 0.05% | 131 |
|
|
2019
Q4 | $1.22M | Sell |
10,392
-1,276
| -11% | -$149K | 0.04% | 155 |
|
|
2019
Q3 | $1.4M | Buy |
11,668
+1,372
| +13% | +$164K | 0.05% | 130 |
|
|
2019
Q2 | $1.06M | Sell |
10,296
-1,758
| -15% | -$182K | 0.04% | 127 |
|
|
2019
Q1 | $1.35M | Sell |
12,054
-13,589
| -53% | -$1.52M | 0.06% | 119 |
|
|
2018
Q4 | $2.99M | Hold |
25,643
| – | – | 0.13% | 66 |
|
|
2018
Q3 | $2.99M | Sell |
25,643
-664
| -3% | -$77.5K | 0.13% | 66 |
|
|
2018
Q2 | $2.8M | Buy |
26,307
+20,332
| +340% | +$2.16M | 0.13% | 60 |
|
|
2018
Q1 | $625K | Sell |
5,975
-2,350
| -28% | -$246K | 0.04% | 157 |
|
|
2017
Q4 | $992K | Buy |
8,325
+1,598
| +24% | +$190K | 0.07% | 100 |
|
|
2017
Q3 | $808K | Buy |
6,727
+3,144
| +88% | +$378K | 0.06% | 91 |
|
|
2017
Q2 | $396K | Buy |
3,583
+205
| +6% | +$22.7K | 0.04% | 149 |
|
|
2017
Q1 | $362K | Buy |
+3,378
| New | +$362K | 0.04% | 140 |
|
|
2016
Q4 | – | Sell |
-12,081
| Closed | -$1.32M | – | 209 |
|
|
2016
Q3 | $1.32M | Buy |
12,081
+8,471
| +235% | +$926K | 0.2% | 40 |
|
|
2016
Q2 | $389K | Sell |
3,610
-9,219
| -72% | -$993K | 0.07% | 79 |
|
|
2016
Q1 | $1.35M | Buy |
+12,829
| New | +$1.35M | 0.23% | 34 |
|