TD Ameritrade Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-316
| Closed | -$57K | – | 460 |
|
|
2023
Q2 | $57K | Sell |
316
-45
| -12% | -$8.12K | ﹤0.01% | 248 |
|
|
2023
Q1 | $70K | Sell |
361
-114
| -24% | -$22.1K | ﹤0.01% | 242 |
|
|
2022
Q4 | $83K | Sell |
475
-67
| -12% | -$11.7K | ﹤0.01% | 243 |
|
|
2022
Q3 | $88K | Sell |
542
-49
| -8% | -$7.96K | ﹤0.01% | 252 |
|
|
2022
Q2 | $108K | Sell |
591
-139
| -19% | -$25.4K | ﹤0.01% | 252 |
|
|
2022
Q1 | $157K | Buy |
730
+56
| +8% | +$12K | ﹤0.01% | 253 |
|
|
2021
Q4 | $144K | Sell |
674
-3,657
| -84% | -$781K | ﹤0.01% | 262 |
|
|
2021
Q3 | $722K | Buy |
4,331
+3,599
| +492% | +$600K | 0.01% | 130 |
|
|
2021
Q2 | $152K | Sell |
732
-3,384
| -82% | -$703K | ﹤0.01% | 252 |
|
|
2021
Q1 | $693K | Hold |
4,116
| – | – | 0.01% | 133 |
|
|
2020
Q4 | $693K | Sell |
4,116
-215
| -5% | -$36.2K | 0.01% | 133 |
|
|
2020
Q3 | $722K | Sell |
4,331
-590
| -12% | -$98.4K | 0.01% | 130 |
|
|
2020
Q2 | $547K | Buy |
4,921
+4,256
| +640% | +$473K | ﹤0.01% | 154 |
|
|
2020
Q1 | $62K | Sell |
665
-73
| -10% | -$6.81K | ﹤0.01% | 272 |
|
|
2019
Q4 | $86K | Buy |
738
+10
| +1% | +$1.17K | ﹤0.01% | 257 |
|
|
2019
Q3 | $87K | Sell |
728
-58
| -7% | -$6.93K | ﹤0.01% | 223 |
|
|
2019
Q2 | $81K | Buy |
786
+279
| +55% | +$28.8K | ﹤0.01% | 215 |
|
|
2019
Q1 | $57K | Buy |
507
+200
| +65% | +$22.5K | ﹤0.01% | 234 |
|
|
2018
Q4 | $30K | Buy |
307
+188
| +158% | +$18.4K | ﹤0.01% | 270 |
|
|
2018
Q3 | $14K | Buy |
119
+84
| +240% | +$9.88K | ﹤0.01% | 308 |
|
|
2018
Q2 | $4K | Buy |
+35
| New | +$4K | ﹤0.01% | 287 |
|