Vivid Financial 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.81M | Sell |
8,423
-182
| -2% | -$39K | 0.67% | 35 |
|
2021
Q3 | $1.57M | Sell |
8,605
-357
| -4% | -$65K | 0.64% | 33 |
|
2021
Q2 | $1.86M | Sell |
8,962
-211
| -2% | -$43.9K | 0.77% | 31 |
|
2021
Q1 | $1.56M | Sell |
9,173
-70
| -0.8% | -$11.9K | 0.72% | 31 |
|
2020
Q4 | $1.56M | Sell |
9,243
-218
| -2% | -$36.7K | 0.75% | 26 |
|
2020
Q3 | $1.58M | Sell |
9,461
-1,323
| -12% | -$221K | 0.97% | 26 |
|
2020
Q2 | $1.2M | Buy |
10,784
+34
| +0.3% | +$3.78K | 0.75% | 26 |
|
2020
Q1 | $1M | Sell |
10,750
-151
| -1% | -$14.1K | 1.31% | 22 |
|
2019
Q4 | $1.12M | Buy |
+10,901
| New | +$1.12M | 1.2% | 19 |
|