TA
Tiedemann Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $238K | Buy |
+1,526
| New | +$238K | 0.01% | 244 |
|
|
2022
Q2 | – | Sell |
-1,264
| Closed | -$271K | – | 297 |
|
|
2022
Q1 | $271K | Buy |
1,264
+82
| +7% | +$17.6K | 0.01% | 240 |
|
|
2021
Q4 | $253K | Hold |
1,182
| – | – | 0.01% | 252 |
|
|
2021
Q3 | $215K | Sell |
1,182
-591
| -33% | -$108K | 0.01% | 275 |
|
|
2021
Q2 | $368K | Sell |
1,773
-179
| -9% | -$37.2K | 0.01% | 267 |
|
|
2021
Q1 | $330K | Sell |
1,952
-1,380
| -41% | -$233K | 0.01% | 258 |
|
|
2020
Q4 | $562K | Buy |
3,332
+1,466
| +79% | +$247K | 0.03% | 199 |
|
|
2020
Q3 | $310K | Buy |
+1,866
| New | +$310K | 0.02% | 259 |
|
|
2019
Q2 | – | Sell |
-12,025
| Closed | -$1.35M | – | 422 |
|
|
2019
Q1 | $1.35M | Buy |
12,025
+126
| +1% | +$14.1K | 0.06% | 181 |
|
|
2018
Q4 | $1.16M | Buy |
+11,899
| New | +$1.16M | 0.06% | 189 |
|
|
2017
Q3 | – | Sell |
-21,704
| Closed | -$2.4M | – | 453 |
|
|
2017
Q2 | $2.4M | Buy |
21,704
+1,236
| +6% | +$137K | 0.17% | 111 |
|
|
2017
Q1 | $2.2M | Buy |
20,468
+17,617
| +618% | +$1.89M | 0.18% | 111 |
|
|
2016
Q4 | $327K | Buy |
+2,851
| New | +$327K | 0.03% | 255 |
|