Sharkey, Howes & Javer’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-750
Closed -$77K 173
2019
Q2
$77K Sell
750
-107
-12% -$11.1K 0.03% 95
2019
Q1
$96K Hold
857
0.04% 86
2018
Q4
$84K Sell
857
-93
-10% -$10.1K 0.05% 85
2018
Q3
$111K Hold
950
0.06% 80
2018
Q2
$101K Hold
950
0.06% 73
2018
Q1
$99K Hold
950
0.06% 63
2017
Q4
$113K Hold
950
0.07% 60
2017
Q3
$112K Hold
950
0.06% 62
2017
Q2
$105K Hold
950
0.06% 58
2017
Q1
$102K Hold
950
0.05% 58
2016
Q4
$109K Hold
950
0.07% 54
2016
Q3
$104K Hold
950
0.06% 57
2016
Q2
$102K Hold
950
0.06% 62
2016
Q1
$100K Hold
950
0.07% 59
2015
Q4
$91K Hold
950
0.06% 65
2015
Q3
$92K Hold
950
0.07% 60
2015
Q2
$92K Hold
950
0.07% 45
2015
Q1
$92K Buy
+950
New +$97.5K 0.06% 67

Other funds holding UPS