Abacus Wealth Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,395
| Closed | -$250K | – | 87 |
|
|
2023
Q2 | $250K | Sell |
1,395
-364
| -21% | -$65.2K | 0.08% | 73 |
|
|
2023
Q1 | $309K | Buy |
+1,759
| New | +$309K | 0.1% | 62 |
|
|
2022
Q3 | – | Sell |
-1,857
| Closed | -$339K | – | 86 |
|
|
2022
Q2 | $339K | Buy |
1,857
+2
| +0.1% | +$365 | 0.18% | 50 |
|
|
2022
Q1 | $398K | Buy |
1,855
+4
| +0.2% | +$858 | 0.18% | 46 |
|
|
2021
Q4 | $397K | Sell |
1,851
-53
| -3% | -$11.4K | 0.14% | 62 |
|
|
2021
Q3 | $347K | Buy |
1,904
+1
| +0.1% | +$182 | 0.13% | 62 |
|
|
2021
Q2 | $396K | Buy |
1,903
+147
| +8% | +$30.6K | 0.15% | 51 |
|
|
2021
Q1 | $299K | Buy |
1,756
+122
| +7% | +$20.7K | 0.21% | 65 |
|
|
2020
Q4 | $275K | Buy |
+1,634
| New | +$275K | 0.24% | 62 |
|