AFS Financial Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,804
| Closed | -$441K | – | 50 |
|
|
2023
Q4 | $441K | Sell |
2,804
-6,129
| -69% | -$964K | 0.41% | 36 |
|
|
2023
Q3 | $1.39M | Sell |
8,933
-189
| -2% | -$29.5K | 0.95% | 28 |
|
|
2023
Q2 | $1.64M | Buy |
9,122
+736
| +9% | +$132K | 1.06% | 21 |
|
|
2023
Q1 | $1.63M | Buy |
8,386
+4
| +0% | +$776 | 1.09% | 19 |
|
|
2022
Q4 | $1.46M | Buy |
+8,382
| New | +$1.46M | 1.04% | 23 |
|