Kavar Capital Partners Group’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
Q3 | – | Sell |
-367
| Closed | -$38K | – | 429 |
|
|
2019
Q2 | $38K | Buy |
+367
| New | +$38K | 0.01% | 253 |
|
|
2018
Q3 | – | Sell |
-789
| Closed | -$84K | – | 358 |
|
|
2018
Q2 | $84K | Hold |
789
| – | – | 0.04% | 151 |
|
|
2018
Q1 | $83K | Buy |
+789
| New | +$83K | 0.04% | 155 |
|
|
2016
Q1 | – | Sell |
-517
| Closed | -$49K | – | 374 |
|
|
2015
Q4 | $49K | Hold |
517
| – | – | 0.03% | 172 |
|
|
2015
Q3 | $51K | Hold |
517
| – | – | 0.04% | 168 |
|
|
2015
Q2 | $50K | Buy |
+517
| New | +$50K | 0.03% | 181 |
|
|
2014
Q2 | – | Sell |
-517
| Closed | -$50K | – | 421 |
|
|
2014
Q1 | $50K | Hold |
517
| – | – | 0.04% | 198 |
|
|
2013
Q4 | $54K | Buy |
+517
| New | +$54K | 0.05% | 190 |
|