IberiaBank’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $8.38M | Buy |
75,405
+993
| +1% | +$110K | 0.99% | 29 |
|
2020
Q1 | $6.95M | Buy |
74,412
+1,941
| +3% | +$181K | 0.92% | 34 |
|
2019
Q4 | $8.48M | Buy |
72,471
+289
| +0.4% | +$33.8K | 0.89% | 38 |
|
2019
Q3 | $8.65M | Sell |
72,182
-5,187
| -7% | -$622K | 1% | 36 |
|
2019
Q2 | $7.99M | Buy |
77,369
+29,921
| +63% | +$3.09M | 0.88% | 40 |
|
2019
Q1 | $5.3M | Sell |
47,448
-7,108
| -13% | -$794K | 0.62% | 55 |
|
2018
Q4 | $5.32M | Buy |
54,556
+853
| +2% | +$83.2K | 0.69% | 48 |
|
2018
Q3 | $6.27M | Buy |
53,703
+11,682
| +28% | +$1.36M | 0.78% | 35 |
|
2018
Q2 | $4.46M | Buy |
42,021
+7,434
| +21% | +$790K | 0.77% | 41 |
|
2018
Q1 | $3.62M | Buy |
34,587
+12,802
| +59% | +$1.34M | 0.72% | 47 |
|
2017
Q4 | $2.6M | Buy |
21,785
+175
| +0.8% | +$20.9K | 0.41% | 79 |
|
2017
Q3 | $2.6M | Buy |
21,610
+2,645
| +14% | +$318K | 0.43% | 77 |
|
2017
Q2 | $2.1M | Sell |
18,965
-299
| -2% | -$33.1K | 0.62% | 59 |
|
2017
Q1 | $2.07M | Sell |
19,264
-3,780
| -16% | -$406K | 0.65% | 53 |
|
2016
Q4 | $2.64M | Buy |
23,044
+1,570
| +7% | +$180K | 0.97% | 43 |
|
2016
Q3 | $2.35M | Buy |
21,474
+4,313
| +25% | +$472K | 1% | 40 |
|
2016
Q2 | $1.85M | Buy |
17,161
+860
| +5% | +$92.7K | 0.81% | 44 |
|
2016
Q1 | $1.72M | Sell |
16,301
-172
| -1% | -$18.1K | 0.81% | 43 |
|
2015
Q4 | $1.59M | Buy |
16,473
+1,857
| +13% | +$179K | 0.71% | 48 |
|
2015
Q3 | $1.44M | Sell |
14,616
-295
| -2% | -$29.1K | 0.74% | 47 |
|
2015
Q2 | $1.45M | Sell |
14,911
-9,700
| -39% | -$940K | 0.64% | 51 |
|
2015
Q1 | $2.39M | Buy |
24,611
+6,610
| +37% | +$641K | 1.07% | 38 |
|
2014
Q4 | $2M | Sell |
18,001
-1,343
| -7% | -$149K | 1.09% | 35 |
|
2014
Q3 | $1.9M | Buy |
19,344
+1,868
| +11% | +$184K | 1.07% | 37 |
|
2014
Q2 | $1.79M | Buy |
17,476
+1,024
| +6% | +$105K | 1% | 38 |
|
2014
Q1 | $1.6M | Buy |
16,452
+641
| +4% | +$62.4K | 0.99% | 43 |
|
2013
Q4 | $1.66M | Sell |
15,811
-383
| -2% | -$40.2K | 1.08% | 37 |
|
2013
Q3 | $1.48M | Buy |
16,194
+2,460
| +18% | +$225K | 0.97% | 41 |
|
2013
Q2 | $1.19M | Buy |
+13,734
| New | +$1.19M | 0.9% | 44 |
|