Lehman & Derafelo Financial Resources’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 | – | Sell |
-28,532
| Closed | -$3.17M | – | 251 |
|
|
2020
Q2 | $3.17M | Sell |
28,532
-1,260
| -4% | -$140K | 1.11% | 15 |
|
|
2020
Q1 | $2.78M | Sell |
29,792
-499
| -2% | -$46.6K | 1.16% | 18 |
|
|
2019
Q4 | $3.55M | Sell |
30,291
-199
| -0.7% | -$23.3K | 1.27% | 17 |
|
|
2019
Q3 | $3.65M | Sell |
30,490
-299
| -1% | -$35.8K | 1.4% | 17 |
|
|
2019
Q2 | $3.15M | Sell |
30,789
-299
| -1% | -$30.6K | 1.29% | 18 |
|
|
2019
Q1 | $3.47M | Sell |
31,088
-299
| -1% | -$33.4K | 1.5% | 16 |
|
|
2018
Q4 | $3.06M | Buy |
+31,387
| New | +$3.06M | 1.52% | 15 |
|