Kays Financial Advisory’s United Parcel Service UPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$2.58M	Sell	15,504 -367	-2%	-$53.4K	0.42%	40
2020 Q2	$1.76M	Buy	15,871 +287	+2%	+$28.6K	0.31%	44
2020 Q1	$1.46M	Buy	15,584 +1,472	+10%	+$153K	0.3%	45
2019 Q4	$1.65M	Buy	14,112 +617	+5%	+$73K	0.29%	50
2019 Q3	$1.62M	Sell	13,495 -87	-0.6%	-$9.95K	0.3%	48
2019 Q2	$1.4M	Sell	13,582 -3,715	-21%	-$386K	0.26%	54
2019 Q1	$1.93M	Buy	17,297 +5,106	+42%	+$542K	0.38%	41
2018 Q4	$1.19M	Buy	12,191 +1,079	+10%	+$117K	0.27%	65
2018 Q3	$1.3M	Sell	11,112 -223	-2%	-$26.2K	0.28%	53
2018 Q2	$1.2M	Buy	11,335 +552	+5%	+$62K	0.26%	57
2018 Q1	$1.13M	Sell	10,783 -102	-0.9%	-$11.8K	0.26%	51
2017 Q4	$1.3M	Buy	10,885 +321	+3%	+$37.7K	0.38%	44
2017 Q3	$1.27M	Buy	10,564 +235	+2%	+$26.7K	0.41%	37
2017 Q2	$1.14M	Buy	+10,329	New	+$1.1M	0.39%	40