Whitener Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-407
| Closed | -$48K | – | 412 |
|
|
2019
Q3 | $48K | Buy |
407
+47
| +13% | +$5.54K | 0.03% | 229 |
|
|
2019
Q2 | $37K | Buy |
360
+10
| +3% | +$1.03K | 0.02% | 246 |
|
|
2019
Q1 | $39K | Buy |
350
+150
| +75% | +$16.7K | 0.03% | 236 |
|
|
2018
Q4 | $19K | Hold |
200
| – | – | 0.01% | 265 |
|
|
2018
Q3 | $23K | Buy |
+200
| New | +$23K | 0.02% | 269 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$20K | – | 381 |
|
|
2018
Q1 | $20K | Sell |
200
-200
| -50% | -$20K | 0.02% | 277 |
|
|
2017
Q4 | $47K | Buy |
+400
| New | +$47K | 0.04% | 189 |
|