MCIA
Mountain Capital Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,059
| Closed | -$809K | – | 72 |
|
|
2023
Q4 | $809K | Sell |
5,059
-230
| -4% | -$36.8K | 0.27% | 31 |
|
|
2023
Q3 | $730K | Sell |
5,289
-4,409
| -45% | -$609K | 0.27% | 36 |
|
|
2023
Q2 | $1.83M | Sell |
9,698
-2,580
| -21% | -$486K | 0.69% | 19 |
|
|
2023
Q1 | $2.35M | Buy |
12,278
+654
| +6% | +$125K | 1.03% | 21 |
|
|
2022
Q4 | $2.08M | Buy |
11,624
+3,620
| +45% | +$647K | 0.94% | 36 |
|
|
2022
Q3 | $1.33M | Buy |
+8,004
| New | +$1.33M | 0.7% | 52 |
|
|
2022
Q2 | – | Sell |
-7,374
| Closed | -$1.41M | – | 93 |
|
|
2022
Q1 | $1.41M | Sell |
7,374
-17
| -0.2% | -$3.24K | 0.66% | 54 |
|
|
2021
Q4 | $1.56M | Buy |
7,391
+1,864
| +34% | +$394K | 0.71% | 48 |
|
|
2021
Q3 | $1.01M | Buy |
5,527
+252
| +5% | +$46.2K | 0.54% | 71 |
|
|
2021
Q2 | $1.12M | Sell |
5,275
-716
| -12% | -$152K | 0.52% | 59 |
|
|
2021
Q1 | $1.08M | Buy |
5,991
+608
| +11% | +$109K | 0.54% | 69 |
|
|
2020
Q4 | $871K | Sell |
5,383
-833
| -13% | -$135K | 0.53% | 63 |
|
|
2020
Q3 | $1.1M | Buy |
+6,216
| New | +$1.1M | 0.71% | 54 |
|
|
2019
Q4 | – | Sell |
-18,210
| Closed | -$2.18M | – | 59 |
|
|
2019
Q3 | $2.18M | Buy |
18,210
+1
| +0% | +$120 | 1.93% | 11 |
|
|
2019
Q2 | $2.11M | Buy |
+18,209
| New | +$2.11M | 1.98% | 11 |
|
|
2018
Q2 | – | Sell |
-18,381
| Closed | -$1.92M | – | 46 |
|
|
2018
Q1 | $1.92M | Hold |
18,381
| – | – | 2.09% | 11 |
|
|
2017
Q4 | $2.19M | Hold |
18,381
| – | – | 2.11% | 11 |
|
|
2017
Q3 | $2.21M | Sell |
18,381
-2,300
| -11% | -$276K | 1.96% | 11 |
|
|
2017
Q2 | $2.29M | Buy |
+20,681
| New | +$2.29M | 2.24% | 8 |
|