Rikoon Group’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
Q1 | $352K | Hold |
2,072
| – | – | 0.09% | 182 |
|
|
2020
Q4 | $349K | Buy |
2,072
+25
| +1% | +$4.21K | 0.1% | 172 |
|
|
2020
Q3 | $341K | Hold |
2,047
| – | – | 0.11% | 156 |
|
|
2020
Q2 | $228K | Sell |
2,047
-100
| -5% | -$11.1K | 0.08% | 195 |
|
|
2020
Q1 | $201K | Sell |
2,147
-96
| -4% | -$8.99K | 0.08% | 176 |
|
|
2019
Q4 | $263K | Hold |
2,243
| – | – | 0.09% | 180 |
|
|
2019
Q3 | $269K | Hold |
2,243
| – | – | 0.1% | 168 |
|
|
2019
Q2 | $232K | Buy |
2,243
+100
| +5% | +$10.3K | 0.09% | 183 |
|
|
2019
Q1 | $239K | Hold |
2,143
| – | – | 0.09% | 182 |
|
|
2018
Q4 | $209K | Buy |
2,143
+89
| +4% | +$8.68K | 0.09% | 185 |
|
|
2018
Q3 | $239K | Buy |
2,054
+113
| +6% | +$13.1K | 0.08% | 191 |
|
|
2018
Q2 | $206K | Sell |
1,941
-187
| -9% | -$19.8K | 0.08% | 197 |
|
|
2018
Q1 | $220K | Buy |
+2,128
| New | +$220K | 0.09% | 184 |
|