Act Wealth Management’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 |
-1,139
| Closed | -$204K | – | 45 |
|
|
2023
Q2 | $204K | Sell |
1,139
-40
| -3% | -$7.17K | 0.11% | 41 |
|
|
2023
Q1 | $229K | Hold |
1,179
| – | – | 0.14% | 34 |
|
|
2022
Q4 | $205K | Buy |
+1,179
| New | +$205K | 0.13% | 40 |
|
|
2022
Q3 | – | Sell |
-1,679
| Closed | -$215K | – | 43 |
|
|
2022
Q2 | $215K | Buy |
1,679
+500
| +42% | +$64K | 0.14% | 34 |
|
|
2022
Q1 | $253K | Hold |
1,179
| – | – | 0.14% | 32 |
|
|
2021
Q4 | $253K | Hold |
1,179
| – | – | 0.15% | 30 |
|
|
2021
Q3 | $245K | Hold |
1,179
| – | – | 0.15% | 25 |
|
|
2021
Q2 | $245K | Hold |
1,179
| – | – | 0.15% | 26 |
|
|
2021
Q1 | $200K | Buy |
+1,179
| New | +$200K | 0.13% | 33 |
|