Hudson Valley Investment 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 | – | Sell |
-975
| Closed | -$209K | – | 215 |
|
|
2022
Q1 | $209K | Sell |
975
-25
| -3% | -$5.36K | 0.03% | 194 |
|
|
2021
Q4 | $214K | Buy |
+1,000
| New | +$214K | 0.03% | 173 |
|
|
2021
Q3 | – | Sell |
-975
| Closed | -$203K | – | 191 |
|
|
2021
Q2 | $203K | Buy |
+975
| New | +$203K | 0.04% | 167 |
|
|
2015
Q3 | – | Sell |
-2,306
| Closed | -$223K | – | 159 |
|
|
2015
Q2 | $223K | Sell |
2,306
-325
| -12% | -$31.4K | 0.07% | 133 |
|
|
2015
Q1 | $255K | Buy |
+2,631
| New | +$255K | 0.09% | 116 |
|