SVA Wealth Management’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 | $5.63M | Buy |
33,401
+266
| +0.8% | +$44.8K | 0.49% | 43 |
|
|
2020
Q3 | $5.52M | Sell |
33,135
-329
| -1% | -$54.8K | 0.55% | 43 |
|
|
2020
Q2 | $3.72M | Buy |
33,464
+355
| +1% | +$39.5K | 0.4% | 57 |
|
|
2020
Q1 | $3.09M | Buy |
33,109
+3,266
| +11% | +$305K | 0.35% | 53 |
|
|
2019
Q4 | $3.49M | Sell |
29,843
-228
| -0.8% | -$26.7K | 0.32% | 67 |
|
|
2019
Q3 | $3.6M | Sell |
30,071
-748
| -2% | -$89.6K | 0.35% | 62 |
|
|
2019
Q2 | $3.18M | Sell |
30,819
-2,851
| -8% | -$294K | 0.31% | 68 |
|
|
2019
Q1 | $3.76M | Buy |
33,670
+1,551
| +5% | +$173K | 0.36% | 63 |
|
|
2018
Q4 | $3.13M | Buy |
32,119
+822
| +3% | +$80.2K | 0.35% | 66 |
|
|
2018
Q3 | $3.65M | Sell |
31,297
-423
| -1% | -$49.4K | 0.37% | 63 |
|
|
2018
Q2 | $3.37M | Buy |
31,720
+3,045
| +11% | +$324K | 0.36% | 63 |
|
|
2018
Q1 | $3.44M | Buy |
28,675
+1,030
| +4% | +$124K | 0.43% | 66 |
|
|
2017
Q4 | $3.29M | Sell |
27,645
-1,030
| -4% | -$123K | 0.39% | 68 |
|
|
2017
Q3 | $3.44M | Sell |
28,675
-1,229
| -4% | -$148K | 0.43% | 66 |
|
|
2017
Q2 | $3.31M | Sell |
29,904
-2,214
| -7% | -$245K | 0.43% | 67 |
|
|
2017
Q1 | $3.45M | Sell |
32,118
-2,683
| -8% | -$288K | 0.47% | 63 |
|
|
2016
Q4 | $3.99M | Buy |
34,801
+2,314
| +7% | +$265K | 0.59% | 54 |
|
|
2016
Q3 | $3.55M | Sell |
32,487
-237
| -0.7% | -$25.9K | 0.55% | 59 |
|
|
2016
Q2 | $3.53M | Sell |
32,724
-20,441
| -38% | -$2.2M | 0.57% | 55 |
|
|
2016
Q1 | $5.61M | Buy |
53,165
+12,011
| +29% | +$1.27M | 0.93% | 32 |
|
|
2015
Q4 | $3.96M | Buy |
41,154
+2,179
| +6% | +$210K | 0.69% | 47 |
|
|
2015
Q3 | $3.85M | Buy |
38,975
+1,652
| +4% | +$163K | 0.72% | 47 |
|
|
2015
Q2 | $3.62M | Buy |
37,323
+667
| +2% | +$64.6K | 0.67% | 54 |
|
|
2015
Q1 | $3.55M | Buy |
36,656
+26,523
| +262% | +$2.57M | 0.65% | 57 |
|
|
2014
Q4 | $1.13M | Buy |
10,133
+992
| +11% | +$110K | 0.41% | 58 |
|
|
2014
Q3 | $898K | Buy |
9,141
+1,275
| +16% | +$125K | 0.38% | 63 |
|
|
2014
Q2 | $808K | Buy |
7,866
+376
| +5% | +$38.6K | 0.35% | 68 |
|
|
2014
Q1 | $729K | Buy |
7,490
+1,708
| +30% | +$166K | 0.34% | 68 |
|
|
2013
Q4 | $608K | Buy |
+5,782
| New | +$608K | 0.36% | 69 |
|