Zeke Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $826K | Buy |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $817K | Buy |
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|
2022
Q1 | $808K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $964K | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $930K | Buy |
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|
2019
Q1 | $968K | Buy |
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|
2018
Q4 | $761K | Sell |
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|
2018
Q3 | $1.47M | Buy |
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|
2018
Q2 | $796K | Sell |
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|
2018
Q1 | $2.08M | Buy |
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|
2017
Q4 | $1.69M | Sell |
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|
2017
Q3 | $1.84M | Buy |
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|
2017
Q2 | $1.08M | Buy |
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|
2017
Q1 | $470K | Sell |
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|
2016
Q4 | $778K | Buy |
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|
2016
Q3 | $454K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $254K | Hold |
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|
2015
Q3 | $261K | Hold |
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|
2015
Q2 | $256K | Sell |
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|
2015
Q1 | $297K | Buy |
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|
2014
Q4 | $336K | Buy |
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|
2014
Q3 | $256K | Hold |
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|
2014
Q2 | $267K | Hold |
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|
2014
Q1 | $253K | Hold |
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|
2013
Q4 | $273K | Hold |
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|
2013
Q3 | $238K | Sell |
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|
2013
Q2 | $355K | Buy |
|