Alpha Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,039
| Closed | -$279K | – | 153 |
|
|
2024
Q2 | $279K | Buy |
2,039
+158
| +8% | +$21.6K | 0.24% | 49 |
|
|
2024
Q1 | $280K | Buy |
1,881
+89
| +5% | +$13.2K | 0.25% | 49 |
|
|
2023
Q4 | $282K | Buy |
1,792
+202
| +13% | +$31.8K | 0.28% | 47 |
|
|
2023
Q3 | $248K | Sell |
1,590
-608
| -28% | -$94.8K | 0.29% | 65 |
|
|
2023
Q2 | $394K | Buy |
2,198
+53
| +2% | +$9.5K | 0.42% | 46 |
|
|
2023
Q1 | $416K | Buy |
2,145
+139
| +7% | +$27K | 0.47% | 41 |
|
|
2022
Q4 | $349K | Buy |
+2,006
| New | +$349K | 0.42% | 47 |
|