Mason Investment Advisory Services’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
Q2 | – | Sell |
-9,549
| Closed | -$892K | – | 85 |
|
|
2020
Q1 | $892K | Buy |
9,549
+1,265
| +15% | +$118K | 0.15% | 34 |
|
|
2019
Q4 | $970K | Hold |
8,284
| – | – | 0.14% | 52 |
|
|
2019
Q3 | $993K | Buy |
8,284
+1,165
| +16% | +$140K | 0.16% | 53 |
|
|
2019
Q2 | $735K | Hold |
7,119
| – | – | 0.12% | 55 |
|
|
2019
Q1 | $795K | Buy |
+7,119
| New | +$795K | 0.22% | 52 |
|