Klingman & Associates’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
Q2 | – | Sell |
-1,370
| Closed | -$233K | – | 176 |
|
|
2021
Q1 | $233K | Buy |
+1,370
| New | +$233K | 0.02% | 150 |
|
|
2016
Q4 | – | Sell |
-854
| Closed | -$93K | – | 310 |
|
|
2016
Q3 | $93K | Buy |
854
+150
| +21% | +$16.3K | 0.03% | 144 |
|
|
2016
Q2 | $76K | Hold |
704
| – | – | 0.02% | 160 |
|
|
2016
Q1 | $74K | Sell |
704
-100
| -12% | -$10.5K | 0.03% | 163 |
|
|
2015
Q4 | $77K | Sell |
804
-28
| -3% | -$2.68K | 0.03% | 183 |
|
|
2015
Q3 | $82K | Sell |
832
-100
| -11% | -$9.86K | 0.03% | 175 |
|
|
2015
Q2 | $90K | Buy |
932
+59
| +7% | +$5.7K | 0.04% | 141 |
|
|
2015
Q1 | $85K | Buy |
873
+267
| +44% | +$26K | 0.03% | 141 |
|
|
2014
Q4 | $67K | Buy |
+606
| New | +$67K | 0.03% | 160 |
|