JBJ Investment Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.06M | Sell |
4,928
-2,833
| -37% | -$607K | 0.22% | 25 |
|
|
2021
Q3 | $1.41M | Sell |
7,761
-20
| -0.3% | -$3.64K | 0.29% | 21 |
|
|
2021
Q2 | $1.62M | Sell |
7,781
-677
| -8% | -$141K | 0.33% | 21 |
|
|
2021
Q1 | $1.44M | Sell |
8,458
-1,681
| -17% | -$286K | 0.31% | 23 |
|
|
2020
Q4 | $1.71M | Sell |
10,139
-1,669
| -14% | -$281K | 0.39% | 24 |
|
|
2020
Q3 | $1.97M | Buy |
11,808
+2,061
| +21% | +$344K | 0.51% | 19 |
|
|
2020
Q2 | $1.08M | Buy |
9,747
+7,494
| +333% | +$833K | 0.31% | 35 |
|
|
2020
Q1 | $210K | Buy |
+2,253
| New | +$210K | 0.08% | 44 |
|
|
2019
Q2 | – | Sell |
-110
| Closed | -$12K | – | 180 |
|
|
2019
Q1 | $12K | Buy |
+110
| New | +$12K | ﹤0.01% | 183 |
|