Hayden Royal’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 | – | Sell |
-2,396
| Closed | -$498K | – | 195 |
|
|
2021
Q2 | $498K | Sell |
2,396
-5
| -0.2% | -$1.04K | 0.27% | 85 |
|
|
2021
Q1 | $408K | Buy |
+2,401
| New | +$408K | 0.23% | 101 |
|
|
2020
Q4 | – | Sell |
-2,376
| Closed | -$395K | – | 560 |
|
|
2020
Q3 | $395K | Sell |
2,376
-363
| -13% | -$60.3K | 0.21% | 115 |
|
|
2020
Q2 | $304K | Sell |
2,739
-4,159
| -60% | -$462K | 0.17% | 107 |
|
|
2020
Q1 | $644K | Buy |
6,898
+4,638
| +205% | +$433K | 0.38% | 68 |
|
|
2019
Q4 | $241K | Sell |
2,260
-807
| -26% | -$85.9K | 0.12% | 179 |
|
|
2019
Q3 | $367K | Sell |
3,067
-830
| -21% | -$99.3K | 0.32% | 103 |
|
|
2019
Q2 | $403K | Sell |
3,897
-11
| -0.3% | -$1.14K | 0.43% | 75 |
|
|
2019
Q1 | $437K | Sell |
3,908
-4,252
| -52% | -$475K | 0.57% | 60 |
|
|
2018
Q4 | $796K | Buy |
+8,160
| New | +$796K | 0.41% | 59 |
|