MD Financial Management’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
Q4
$539K Sell
2,516
-7,814
-76% -$1.67M 0.01% 264
2021
Q3
$1.88M Buy
10,330
+1,342
+15% +$244K 0.05% 200
2021
Q2
$1.87M Buy
8,988
+2,346
+35% +$488K 0.05% 205
2021
Q1
$1.13M Buy
6,642
+6,018
+964% +$1.02M 0.03% 158
2020
Q4
$105K Buy
+624
New +$105K ﹤0.01% 53