Sun Life Financial’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,496
| Closed | -$483K | – | 69 |
|
|
2023
Q1 | $483K | Hold |
2,496
| – | – | 0.03% | 51 |
|
|
2022
Q4 | $436K | Sell |
2,496
-109
| -4% | -$19K | 0.03% | 53 |
|
|
2022
Q3 | $421K | Sell |
2,605
-510
| -16% | -$82.4K | 0.03% | 55 |
|
|
2022
Q2 | $570K | Sell |
3,115
-130
| -4% | -$23.8K | 0.04% | 52 |
|
|
2022
Q1 | $694K | Sell |
3,245
-353
| -10% | -$75.5K | 0.03% | 59 |
|
|
2021
Q4 | $770K | Buy |
3,598
+195
| +6% | +$41.7K | 0.03% | 61 |
|
|
2021
Q3 | $619K | Buy |
3,403
+799
| +31% | +$145K | 0.04% | 56 |
|
|
2021
Q2 | $542K | Sell |
2,604
-701
| -21% | -$146K | 0.03% | 55 |
|
|
2021
Q1 | $561K | Sell |
3,305
-37
| -1% | -$6.28K | 0.05% | 57 |
|
|
2020
Q4 | $562K | Sell |
3,342
-315
| -9% | -$53K | 0.07% | 52 |
|
|
2020
Q3 | $609K | Sell |
3,657
-5,903
| -62% | -$983K | 0.1% | 66 |
|
|
2020
Q2 | $1.06M | Sell |
9,560
-209
| -2% | -$23.3K | 0.21% | 31 |
|
|
2020
Q1 | $913K | Sell |
9,769
-231
| -2% | -$21.6K | 0.23% | 23 |
|
|
2019
Q4 | $1.17M | Sell |
10,000
-2,873
| -22% | -$336K | 0.31% | 22 |
|
|
2019
Q3 | $1.54M | Buy |
12,873
+1,254
| +11% | +$150K | 0.4% | 23 |
|
|
2019
Q2 | $1.2M | Sell |
11,619
-6,566
| -36% | -$677K | 0.3% | 24 |
|
|
2019
Q1 | $2.03M | Sell |
18,185
-669
| -4% | -$74.8K | 0.45% | 22 |
|
|
2018
Q4 | $1.84M | Buy |
18,854
+39
| +0.2% | +$3.81K | 0.39% | 26 |
|
|
2018
Q3 | $2.2M | Buy |
18,815
+941
| +5% | +$110K | 0.4% | 32 |
|
|
2018
Q2 | $1.9M | Buy |
17,874
+15,893
| +802% | +$1.69M | 0.27% | 44 |
|
|
2018
Q1 | $18.9K | Sell |
1,981
-6,491
| -77% | -$62K | 0.17% | 74 |
|
|
2017
Q4 | $1.01M | Sell |
8,472
-3,572
| -30% | -$425K | 0.1% | 90 |
|
|
2017
Q3 | $1.45M | Sell |
12,044
-741
| -6% | -$88.9K | 0.14% | 60 |
|
|
2017
Q2 | $1.42M | Buy |
12,785
+12,745
| +31,863% | +$1.41M | 0.15% | 57 |
|
|
2017
Q1 | $372 | Sell |
40
-2
| -5% | -$19 | ﹤0.01% | 198 |
|
|
2016
Q4 | $370 | Buy |
+42
| New | +$370 | ﹤0.01% | 148 |
|