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