Acorn Financial Advisory Services’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
Q4 | – | Sell |
-1,288
| Closed | -$201K | – | 253 |
|
|
2023
Q3 | $201K | Sell |
1,288
-20
| -2% | -$3.12K | 0.04% | 236 |
|
|
2023
Q2 | $234K | Buy |
1,308
+155
| +13% | +$27.8K | 0.04% | 222 |
|
|
2023
Q1 | $224K | Sell |
1,153
-225
| -16% | -$43.7K | 0.04% | 209 |
|
|
2022
Q4 | $240K | Hold |
1,378
| – | – | 0.05% | 194 |
|
|
2022
Q3 | $222K | Sell |
1,378
-13
| -0.9% | -$2.09K | 0.05% | 193 |
|
|
2022
Q2 | $254K | Sell |
1,391
-37
| -3% | -$6.76K | 0.06% | 182 |
|
|
2022
Q1 | $306K | Buy |
1,428
+51
| +4% | +$10.9K | 0.06% | 181 |
|
|
2021
Q4 | $295K | Buy |
1,377
+109
| +9% | +$23.4K | 0.06% | 184 |
|
|
2021
Q3 | $231K | Buy |
1,268
+11
| +0.9% | +$2K | 0.07% | 200 |
|
|
2021
Q2 | $261K | Hold |
1,257
| – | – | 0.08% | 207 |
|
|
2021
Q1 | $214K | Sell |
1,257
-8
| -0.6% | -$1.36K | 0.08% | 195 |
|
|
2020
Q4 | $213K | Buy |
1,265
+10
| +0.8% | +$1.68K | 0.08% | 212 |
|
|
2020
Q3 | $209K | Buy |
+1,255
| New | +$209K | 0.11% | 193 |
|