Private Wealth Advisors (Pennsylvania)’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
Q4 | $545K | Buy |
3,234
+152
| +5% | +$25.6K | 0.31% | 62 |
|
|
2020
Q3 | $513K | Buy |
3,082
+3
| +0.1% | +$499 | 0.33% | 55 |
|
|
2020
Q2 | $342K | Buy |
3,079
+114
| +4% | +$12.7K | 0.23% | 72 |
|
|
2020
Q1 | $272K | Buy |
2,965
+54
| +2% | +$4.95K | 0.21% | 80 |
|
|
2019
Q4 | $336K | Buy |
2,911
+348
| +14% | +$40.2K | 0.18% | 102 |
|
|
2019
Q3 | $307K | Sell |
2,563
-207
| -7% | -$24.8K | 0.16% | 114 |
|
|
2019
Q2 | $286K | Buy |
2,770
+4
| +0.1% | +$413 | 0.1% | 121 |
|
|
2019
Q1 | $309K | Buy |
2,766
+3
| +0.1% | +$335 | 0.12% | 116 |
|
|
2018
Q4 | $269K | Sell |
2,763
-1
| -0% | -$97 | 0.12% | 115 |
|
|
2018
Q3 | $323K | Buy |
2,764
+12
| +0.4% | +$1.4K | 0.12% | 112 |
|
|
2018
Q2 | $292K | Hold |
2,752
| – | – | 0.12% | 111 |
|
|
2018
Q1 | $288K | Hold |
2,752
| – | – | 0.12% | 115 |
|
|
2017
Q4 | $328K | Buy |
2,752
+210
| +8% | +$25K | 0.13% | 112 |
|
|
2017
Q3 | $305K | Hold |
2,542
| – | – | 0.13% | 112 |
|
|
2017
Q2 | $281K | Sell |
2,542
-425
| -14% | -$47K | 0.12% | 110 |
|
|
2017
Q1 | $318K | Hold |
2,967
| – | – | 0.14% | 105 |
|
|
2016
Q4 | $340K | Sell |
2,967
-250
| -8% | -$28.6K | 0.16% | 102 |
|
|
2016
Q3 | $352K | Hold |
3,217
| – | – | 0.17% | 101 |
|
|
2016
Q2 | $347K | Sell |
3,217
-150
| -4% | -$16.2K | 0.17% | 96 |
|
|
2016
Q1 | $355K | Hold |
3,367
| – | – | 0.19% | 93 |
|
|
2015
Q4 | $324K | Sell |
3,367
-410
| -11% | -$39.5K | 0.18% | 97 |
|
|
2015
Q3 | $373K | Sell |
3,777
-50
| -1% | -$4.94K | 0.19% | 104 |
|
|
2015
Q2 | $371K | Hold |
3,827
| – | – | 0.17% | 105 |
|
|
2015
Q1 | $371K | Buy |
3,827
+100
| +3% | +$9.69K | 0.17% | 101 |
|
|
2014
Q4 | $414K | Sell |
3,727
-35
| -0.9% | -$3.89K | 0.2% | 91 |
|
|
2014
Q3 | $370K | Buy |
3,762
+25
| +0.7% | +$2.46K | 0.19% | 92 |
|
|
2014
Q2 | $384K | Hold |
3,737
| – | – | 0.2% | 94 |
|
|
2014
Q1 | $364K | Sell |
3,737
-150
| -4% | -$14.6K | 0.2% | 94 |
|
|
2013
Q4 | $408K | Buy |
3,887
+50
| +1% | +$5.25K | 0.22% | 88 |
|
|
2013
Q3 | $351K | Buy |
3,837
+40
| +1% | +$3.66K | 0.21% | 92 |
|
|
2013
Q2 | $328K | Buy |
+3,797
| New | +$328K | 0.2% | 92 |
|