Squar Milner Financial Services’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
Q2 | – | Sell |
-61
| Closed | -$5K | – | 708 |
|
|
2020
Q1 | $5K | Hold |
61
| – | – | ﹤0.01% | 600 |
|
|
2019
Q4 | $7K | Buy |
+61
| New | +$7K | ﹤0.01% | 616 |
|
|
2019
Q3 | – | Sell |
-176
| Closed | -$18K | – | 686 |
|
|
2019
Q2 | $18K | Sell |
176
-300
| -63% | -$30.7K | 0.01% | 466 |
|
|
2019
Q1 | $53K | Hold |
476
| – | – | 0.04% | 313 |
|
|
2018
Q4 | $46K | Hold |
476
| – | – | 0.04% | 300 |
|
|
2018
Q3 | $56K | Sell |
476
-1,025
| -68% | -$121K | 0.05% | 291 |
|
|
2018
Q2 | $159K | Buy |
+1,501
| New | +$159K | 0.14% | 190 |
|