HC Financial Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $50K | Buy |
276
+61
| +28% | +$11.1K | 0.03% | 128 |
|
|
2022
Q1 | $46K | Hold |
215
| – | – | 0.03% | 140 |
|
|
2021
Q4 | $46K | Hold |
215
| – | – | 0.03% | 145 |
|
|
2021
Q3 | $39K | Hold |
215
| – | – | 0.02% | 143 |
|
|
2021
Q2 | $45K | Hold |
215
| – | – | 0.03% | 139 |
|
|
2021
Q1 | $37K | Sell |
215
-30
| -12% | -$5.16K | 0.02% | 154 |
|
|
2020
Q4 | $41K | Hold |
245
| – | – | 0.03% | 154 |
|
|
2020
Q3 | $41K | Sell |
245
-25
| -9% | -$4.18K | 0.03% | 134 |
|
|
2020
Q2 | $30K | Hold |
270
| – | – | 0.02% | 147 |
|
|
2020
Q1 | $25K | Buy |
+270
| New | +$25K | 0.02% | 155 |
|
|
2018
Q3 | – | Sell |
-9,135
| Closed | -$970K | – | 68 |
|
|
2018
Q2 | $970K | Sell |
9,135
-2,196
| -19% | -$233K | 0.95% | 44 |
|
|
2018
Q1 | $1.19M | Sell |
11,331
-550
| -5% | -$57.6K | 1.17% | 41 |
|
|
2017
Q4 | $1.42M | Buy |
+11,881
| New | +$1.42M | 1.37% | 31 |
|