Perennial Advisors’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 | – | Sell |
-275
| Closed | -$57K | – | 260 |
|
|
2021
Q2 | $57K | Hold |
275
| – | – | 0.02% | 145 |
|
|
2021
Q1 | $47K | Hold |
275
| – | – | 0.01% | 153 |
|
|
2020
Q4 | $46K | Buy |
+275
| New | +$46K | 0.02% | 145 |
|
|
2020
Q3 | – | Sell |
-310
| Closed | -$34K | – | 196 |
|
|
2020
Q2 | $34K | Buy |
+310
| New | +$34K | 0.01% | 146 |
|