Stelac Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-818
| Closed | -$170K | – | 280 |
|
|
2021
Q2 | $170K | Buy |
818
+89
| +12% | +$18.5K | 0.04% | 228 |
|
|
2021
Q1 | $124K | Buy |
729
+15
| +2% | +$2.55K | 0.05% | 207 |
|
|
2020
Q4 | $120K | Hold |
714
| – | – | 0.03% | 230 |
|
|
2020
Q3 | $119K | Buy |
+714
| New | +$119K | 0.04% | 164 |
|
|
2020
Q2 | – | Sell |
-4,596
| Closed | -$429K | – | 154 |
|
|
2020
Q1 | $429K | Buy |
+4,596
| New | +$429K | 0.21% | 55 |
|