Mid Atlantic 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
Q3 | $1.38M | Buy |
7,550
+262
| +4% | +$47.7K | 0.09% | 187 |
|
2021
Q2 | $1.52M | Buy |
7,288
+87
| +1% | +$18.1K | 0.1% | 170 |
|
2021
Q1 | $1.22M | Sell |
7,201
-178
| -2% | -$30.3K | 0.09% | 192 |
|
2020
Q4 | $1.24M | Buy |
7,379
+1,366
| +23% | +$230K | 0.1% | 185 |
|
2020
Q3 | $981K | Buy |
6,013
+115
| +2% | +$18.8K | 0.09% | 214 |
|
2020
Q2 | $656K | Buy |
5,898
+232
| +4% | +$25.8K | 0.06% | 268 |
|
2020
Q1 | $529K | Buy |
5,666
+1,902
| +51% | +$178K | 0.06% | 289 |
|
2019
Q4 | $441K | Buy |
3,764
+218
| +6% | +$25.5K | 0.04% | 426 |
|
2019
Q3 | $425K | Buy |
3,546
+27
| +0.8% | +$3.24K | 0.05% | 395 |
|
2019
Q2 | $363K | Buy |
3,519
+333
| +10% | +$34.4K | 0.04% | 465 |
|
2019
Q1 | $356K | Buy |
+3,186
| New | +$356K | 0.04% | 464 |
|