Wealthspire Advisors (Maryland)’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
Q3 | $1.13M | Sell |
6,790
-1,626
| -19% | -$271K | 0.04% | 181 |
|
|
2020
Q2 | $936K | Buy |
8,416
+799
| +10% | +$88.9K | 0.07% | 169 |
|
|
2020
Q1 | $712K | Sell |
7,617
-1,390
| -15% | -$130K | 0.06% | 189 |
|
|
2019
Q4 | $1.05M | Buy |
9,007
+906
| +11% | +$106K | 0.07% | 159 |
|
|
2019
Q3 | $971K | Buy |
8,101
+36
| +0.4% | +$4.32K | 0.07% | 153 |
|
|
2019
Q2 | $833K | Buy |
8,065
+59
| +0.7% | +$6.09K | 0.06% | 157 |
|
|
2019
Q1 | $895K | Buy |
8,006
+180
| +2% | +$20.1K | 0.07% | 149 |
|
|
2018
Q4 | $763K | Buy |
7,826
+383
| +5% | +$37.3K | 0.07% | 151 |
|
|
2018
Q3 | $869K | Sell |
7,443
-129
| -2% | -$15.1K | 0.07% | 160 |
|
|
2018
Q2 | $804K | Sell |
7,572
-1,106
| -13% | -$117K | 0.07% | 159 |
|
|
2018
Q1 | $908K | Buy |
8,678
+797
| +10% | +$83.4K | 0.09% | 142 |
|
|
2017
Q4 | $939K | Buy |
7,881
+1,421
| +22% | +$169K | 0.09% | 142 |
|
|
2017
Q3 | $776K | Buy |
6,460
+84
| +1% | +$10.1K | 0.08% | 156 |
|
|
2017
Q2 | $705K | Sell |
6,376
-143
| -2% | -$15.8K | 0.08% | 161 |
|
|
2017
Q1 | $699K | Sell |
6,519
-151
| -2% | -$16.2K | 0.1% | 133 |
|
|
2016
Q4 | $765K | Sell |
6,670
-5
| -0.1% | -$573 | 0.11% | 119 |
|
|
2016
Q3 | $730K | Sell |
6,675
-21
| -0.3% | -$2.3K | 0.11% | 125 |
|
|
2016
Q2 | $721K | Sell |
6,696
-198
| -3% | -$21.3K | 0.12% | 127 |
|
|
2016
Q1 | $727K | Sell |
6,894
-931
| -12% | -$98.2K | 0.13% | 116 |
|
|
2015
Q4 | $753K | Buy |
+7,825
| New | +$753K | 0.14% | 110 |
|