SBA
Secrest Blakey & Associates’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.42M | Sell |
8,513
-208
| -2% | -$34.6K | 3.24% | 10 |
|
|
2020
Q2 | $970K | Buy |
8,721
+52
| +0.6% | +$5.78K | 2.34% | 14 |
|
|
2020
Q1 | $810K | Sell |
8,669
-73
| -0.8% | -$6.82K | 2.21% | 14 |
|
|
2019
Q4 | $1.02M | Sell |
8,742
-4,894
| -36% | -$573K | 2.25% | 14 |
|
|
2019
Q3 | $1.63M | Sell |
13,636
-16
| -0.1% | -$1.92K | 1.35% | 21 |
|
|
2019
Q2 | $1.41M | Buy |
13,652
+1,495
| +12% | +$154K | 1.23% | 23 |
|
|
2019
Q1 | $1.36M | Sell |
12,157
-2,496
| -17% | -$279K | 1.32% | 22 |
|
|
2018
Q4 | $1.43M | Buy |
14,653
+274
| +2% | +$26.7K | 1.2% | 22 |
|
|
2018
Q3 | $1.68M | Sell |
14,379
-276
| -2% | -$32.2K | 1.29% | 18 |
|
|
2018
Q2 | $1.56M | Buy |
14,655
+507
| +4% | +$53.9K | 1.23% | 19 |
|
|
2018
Q1 | $1.48M | Buy |
14,148
+1,325
| +10% | +$139K | 1.27% | 19 |
|
|
2017
Q4 | $1.53M | Buy |
+12,823
| New | +$1.53M | 1.24% | 19 |
|