Guardian Capital’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
Q1 | – | Sell |
-12,257
| Closed | -$1.44M | – | 165 |
|
|
2019
Q4 | $1.44M | Hold |
12,257
| – | – | 0.03% | 97 |
|
|
2019
Q3 | $1.47M | Hold |
12,257
| – | – | 0.03% | 97 |
|
|
2019
Q2 | $1.27M | Hold |
12,257
| – | – | 0.02% | 103 |
|
|
2019
Q1 | $1.37M | Buy |
12,257
+159
| +1% | +$17.8K | 0.03% | 104 |
|
|
2018
Q4 | $1.18M | Buy |
12,098
+1,717
| +17% | +$167K | 0.02% | 103 |
|
|
2018
Q3 | $1.21M | Hold |
10,381
| – | – | 0.02% | 114 |
|
|
2018
Q2 | $1.1M | Sell |
10,381
-308
| -3% | -$32.7K | 0.02% | 121 |
|
|
2018
Q1 | $1.12M | Buy |
10,689
+1,393
| +15% | +$146K | 0.02% | 126 |
|
|
2017
Q4 | $1.11M | Buy |
9,296
+728
| +8% | +$86.8K | 0.02% | 121 |
|
|
2017
Q3 | $1.03M | Buy |
8,568
+535
| +7% | +$64.3K | 0.02% | 141 |
|
|
2017
Q2 | $888K | Buy |
8,033
+2,581
| +47% | +$285K | 0.01% | 150 |
|
|
2017
Q1 | $585K | Sell |
5,452
-750
| -12% | -$80.5K | 0.01% | 157 |
|
|
2016
Q4 | $711K | Buy |
6,202
+3,505
| +130% | +$402K | 0.01% | 151 |
|
|
2016
Q3 | $295K | Buy |
+2,697
| New | +$295K | ﹤0.01% | 191 |
|