JOYN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $234K | Buy |
+2,505
| New | +$234K | 0.08% | 87 |
|
|
2019
Q3 | – | Sell |
-3,816
| Closed | -$438K | – | 133 |
|
|
2019
Q2 | $438K | Buy |
3,816
+923
| +32% | +$106K | 0.1% | 62 |
|
|
2019
Q1 | $323K | Sell |
2,893
-449
| -13% | -$50.1K | 0.07% | 68 |
|
|
2018
Q4 | $326K | Sell |
3,342
-1,199
| -26% | -$117K | 0.07% | 70 |
|
|
2018
Q3 | $530K | Buy |
4,541
+47
| +1% | +$5.49K | 0.1% | 48 |
|
|
2018
Q2 | $477K | Buy |
4,494
+2,320
| +107% | +$246K | 0.1% | 54 |
|
|
2018
Q1 | $228K | Sell |
2,174
-539
| -20% | -$56.5K | 0.05% | 118 |
|
|
2017
Q4 | $323K | Buy |
+2,713
| New | +$323K | 0.07% | 121 |
|