Kays Financial Advisory’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
Q3 | $2.58M | Sell |
15,504
-367
| -2% | -$61.1K | 0.41% | 40 |
|
|
2020
Q2 | $1.77M | Buy |
15,871
+287
| +2% | +$31.9K | 0.31% | 44 |
|
|
2020
Q1 | $1.46M | Buy |
15,584
+1,472
| +10% | +$138K | 0.3% | 45 |
|
|
2019
Q4 | $1.65M | Buy |
14,112
+617
| +5% | +$72.2K | 0.29% | 49 |
|
|
2019
Q3 | $1.62M | Sell |
13,495
-87
| -0.6% | -$10.4K | 0.3% | 48 |
|
|
2019
Q2 | $1.4M | Sell |
13,582
-3,715
| -21% | -$384K | 0.26% | 54 |
|
|
2019
Q1 | $1.93M | Buy |
17,297
+5,106
| +42% | +$570K | 0.37% | 41 |
|
|
2018
Q4 | $1.19M | Buy |
12,191
+1,079
| +10% | +$105K | 0.27% | 65 |
|
|
2018
Q3 | $1.3M | Sell |
11,112
-223
| -2% | -$26K | 0.28% | 53 |
|
|
2018
Q2 | $1.2M | Buy |
11,335
+552
| +5% | +$58.6K | 0.26% | 57 |
|
|
2018
Q1 | $1.13M | Sell |
10,783
-102
| -0.9% | -$10.7K | 0.26% | 51 |
|
|
2017
Q4 | $1.3M | Buy |
10,885
+321
| +3% | +$38.2K | 0.38% | 44 |
|
|
2017
Q3 | $1.27M | Buy |
10,564
+235
| +2% | +$28.2K | 0.4% | 37 |
|
|
2017
Q2 | $1.14M | Buy |
+10,329
| New | +$1.14M | 0.39% | 40 |
|