Shepherd Kaplan Krochuk’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,876
| Closed | -$1.69M | – | 198 |
|
|
2021
Q4 | $1.69M | Sell |
7,876
-120
| -2% | -$25.7K | 0.61% | 36 |
|
|
2021
Q3 | $1.46M | Sell |
7,996
-60
| -0.7% | -$10.9K | 0.53% | 35 |
|
|
2021
Q2 | $1.68M | Sell |
8,056
-1,842
| -19% | -$383K | 0.6% | 33 |
|
|
2021
Q1 | $1.68M | Buy |
9,898
+1,592
| +19% | +$271K | 0.65% | 29 |
|
|
2020
Q4 | $1.4M | Buy |
8,306
+1,270
| +18% | +$214K | 0.52% | 31 |
|
|
2020
Q3 | $1.17M | Sell |
7,036
-3,501
| -33% | -$583K | 0.49% | 28 |
|
|
2020
Q2 | $1.17M | Buy |
+10,537
| New | +$1.17M | 0.52% | 28 |
|