SBSB
Sullivan, Bruyette, Speros & Blaney’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $164K | Buy |
967
+10
| +1% | +$1.7K | 0.01% | 339 |
|
|
2020
Q4 | $161K | Buy |
957
+99
| +12% | +$16.7K | 0.01% | 317 |
|
|
2020
Q3 | $143K | Buy |
+858
| New | +$143K | 0.01% | 292 |
|
|
2020
Q2 | – | Sell |
-1,382
| Closed | -$129K | – | 334 |
|
|
2020
Q1 | $129K | Sell |
1,382
-621
| -31% | -$58K | 0.01% | 267 |
|
|
2019
Q4 | $234K | Buy |
2,003
+603
| +43% | +$70.4K | 0.01% | 225 |
|
|
2019
Q3 | $168K | Buy |
+1,400
| New | +$168K | 0.01% | 264 |
|