Stewardship Financial Advisors’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
Q1 | $331K | Sell |
1,946
-65
| -3% | -$11.1K | 0.12% | 46 |
|
|
2020
Q4 | $339K | Hold |
2,011
| – | – | 0.12% | 45 |
|
|
2020
Q3 | $335K | Hold |
2,011
| – | – | 0.14% | 41 |
|
|
2020
Q2 | $224K | Buy |
+2,011
| New | +$224K | 0.1% | 50 |
|
|
2020
Q1 | – | Sell |
-2,193
| Closed | -$257K | – | 84 |
|
|
2019
Q4 | $257K | Hold |
2,193
| – | – | 0.09% | 47 |
|
|
2019
Q3 | $263K | Hold |
2,193
| – | – | 0.11% | 45 |
|
|
2019
Q2 | $226K | Hold |
2,193
| – | – | 0.1% | 49 |
|
|
2019
Q1 | $245K | Sell |
2,193
-25
| -1% | -$2.79K | 0.11% | 42 |
|
|
2018
Q4 | $216K | Buy |
2,218
+25
| +1% | +$2.44K | 0.11% | 42 |
|
|
2018
Q3 | $256K | Hold |
2,193
| – | – | 0.12% | 44 |
|
|
2018
Q2 | $233K | Sell |
2,193
-180
| -8% | -$19.1K | 0.12% | 45 |
|
|
2018
Q1 | $248K | Buy |
+2,373
| New | +$248K | 0.12% | 44 |
|