Almanack 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,049
| Closed | -$225K | – | 512 |
|
|
2022
Q1 | $225K | Buy |
1,049
+10
| +1% | +$2.15K | 0.02% | 428 |
|
|
2021
Q4 | $223K | Sell |
1,039
-400
| -28% | -$85.9K | 0.02% | 447 |
|
|
2021
Q3 | $262K | Buy |
1,439
+17
| +1% | +$3.1K | 0.02% | 404 |
|
|
2021
Q2 | $296K | Sell |
1,422
-395
| -22% | -$82.2K | 0.03% | 328 |
|
|
2021
Q1 | $309K | Sell |
1,817
-49
| -3% | -$8.33K | 0.03% | 307 |
|
|
2020
Q4 | $314K | Buy |
1,866
+391
| +27% | +$65.8K | 0.04% | 282 |
|
|
2020
Q3 | $243K | Buy |
+1,475
| New | +$243K | 0.03% | 340 |
|
|
2018
Q1 | – | Sell |
-997
| Closed | -$119K | – | 210 |
|
|
2017
Q4 | $119K | Sell |
997
-92
| -8% | -$11K | 0.05% | 165 |
|
|
2017
Q3 | $131K | Buy |
+1,089
| New | +$131K | 0.06% | 121 |
|