Willingdon Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $2.47M | Sell |
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|
2019
Q3 | $2.56M | Sell |
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|
2019
Q2 | $2.26M | Buy |
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|
2019
Q1 | $2.42M | Sell |
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|
2018
Q4 | $2.8M | Sell |
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|
2018
Q3 | $3.42M | Buy |
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|
2018
Q2 | $2.08M | Buy |
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|
2018
Q1 | $1.92M | Buy |
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|
2017
Q4 | $15K | Buy |
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|
2017
Q3 | $6K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $325K | Hold |
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|
2016
Q3 | $310K | Hold |
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|
2016
Q2 | $305K | Buy |
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|
2016
Q1 | $207K | Buy |
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