Ahrens Investment 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
Q1 | $180K | Buy |
+929
| New | +$180K | 0.09% | 158 |
|
|
2022
Q3 | – | Sell |
-729
| Closed | -$133K | – | 854 |
|
|
2022
Q2 | $133K | Sell |
729
-155
| -18% | -$28.3K | 0.06% | 195 |
|
|
2022
Q1 | $190K | Buy |
884
+254
| +40% | +$54.6K | 0.06% | 189 |
|
|
2021
Q4 | $135K | Buy |
+630
| New | +$135K | 0.06% | 244 |
|
|
2020
Q4 | – | Sell |
-1,310
| Closed | -$218K | – | 211 |
|
|
2020
Q3 | $218K | Buy |
+1,310
| New | +$218K | 0.15% | 142 |
|