HL Financial Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.47M | Sell |
40,003
-8,035
| -17% | -$898K | 0.07% | 178 |
|
|
2018
Q4 | $4.69M | Buy |
48,038
+8,826
| +23% | +$861K | 0.08% | 151 |
|
|
2018
Q3 | $4.58M | Buy |
39,212
+5,647
| +17% | +$659K | 0.07% | 172 |
|
|
2018
Q2 | $3.57M | Buy |
33,565
+16,512
| +97% | +$1.75M | 0.06% | 194 |
|
|
2018
Q1 | $1.79M | Sell |
17,053
-954
| -5% | -$99.9K | 0.03% | 275 |
|
|
2017
Q4 | $2.15M | Buy |
18,007
+2,093
| +13% | +$249K | 0.04% | 207 |
|
|
2017
Q3 | $1.91M | Sell |
15,914
-331
| -2% | -$39.7K | 0.04% | 254 |
|
|
2017
Q2 | $1.8M | Buy |
16,245
+651
| +4% | +$72K | 0.04% | 253 |
|
|
2017
Q1 | $1.67M | Sell |
15,594
-909
| -6% | -$97.5K | 0.03% | 252 |
|
|
2016
Q4 | $1.89M | Buy |
16,503
+630
| +4% | +$72.2K | 0.04% | 238 |
|
|
2016
Q3 | $1.74M | Buy |
15,873
+998
| +7% | +$109K | 0.04% | 246 |
|
|
2016
Q2 | $1.6M | Sell |
14,875
-3,995
| -21% | -$431K | 0.04% | 256 |
|
|
2016
Q1 | $1.99M | Buy |
18,870
+1,015
| +6% | +$107K | 0.05% | 209 |
|
|
2015
Q4 | $1.72M | Buy |
17,855
+1,540
| +9% | +$148K | 0.04% | 229 |
|
|
2015
Q3 | $1.61M | Buy |
16,315
+3,137
| +24% | +$310K | 0.05% | 202 |
|
|
2015
Q2 | $1.28M | Buy |
13,178
+653
| +5% | +$63.3K | 0.03% | 253 |
|
|
2015
Q1 | $1.21M | Buy |
12,525
+163
| +1% | +$15.8K | 0.03% | 250 |
|
|
2014
Q4 | $1.37M | Buy |
12,362
+221
| +2% | +$24.6K | 0.04% | 217 |
|
|
2014
Q3 | $1.19M | Sell |
12,141
-56
| -0.5% | -$5.5K | 0.03% | 234 |
|
|
2014
Q2 | $1.25M | Buy |
12,197
+250
| +2% | +$25.7K | 0.04% | 228 |
|
|
2014
Q1 | $1.16M | Buy |
11,947
+488
| +4% | +$47.5K | 0.04% | 229 |
|
|
2013
Q4 | $1.2M | Buy |
11,459
+507
| +5% | +$53.3K | 0.04% | 231 |
|
|
2013
Q3 | $1M | Sell |
10,952
-71
| -0.6% | -$6.49K | 0.04% | 235 |
|
|
2013
Q2 | $953K | Buy |
+11,023
| New | +$953K | 0.04% | 230 |
|