Strategic Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,725
| Closed | -$287K | – | 213 |
|
|
2020
Q3 | $287K | Sell |
1,725
-1,856
| -52% | -$309K | 0.1% | 143 |
|
|
2020
Q2 | $398K | Buy |
3,581
+337
| +10% | +$37.5K | 0.15% | 106 |
|
|
2020
Q1 | $303K | Buy |
3,244
+460
| +17% | +$43K | 0.14% | 114 |
|
|
2019
Q4 | $326K | Sell |
2,784
-523
| -16% | -$61.2K | 0.13% | 124 |
|
|
2019
Q3 | $396K | Buy |
3,307
+254
| +8% | +$30.4K | 0.19% | 84 |
|
|
2019
Q2 | $315K | Buy |
3,053
+390
| +15% | +$40.2K | 0.17% | 95 |
|
|
2019
Q1 | $298K | Buy |
2,663
+412
| +18% | +$46.1K | 0.2% | 87 |
|
|
2018
Q4 | $220K | Buy |
+2,251
| New | +$220K | 0.2% | 101 |
|