55I LLC’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
$1.17M Buy
7,213
+3,915
+119% +$632K 0.03% 239
2022
Q2
$602K Sell
3,298
-1,799
-35% -$328K 0.02% 328
2022
Q1
$1.09M Sell
5,097
-43
-0.8% -$9.22K 0.03% 249
2021
Q4
$1.1M Buy
+5,140
New +$1.1M 0.03% 236