HC Financial Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $50K | Buy |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $46K | Hold |
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|
2021
Q3 | $39K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $37K | Sell |
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|
2020
Q4 | $41K | Hold |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $30K | Hold |
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|
2020
Q1 | $25K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $970K | Sell |
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|
2018
Q1 | $1.19M | Sell |
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|
2017
Q4 | $1.42M | Buy |
|