AMJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,558
| Closed | -$467K | – | 61 |
|
|
2022
Q2 | $467K | Sell |
2,558
-799
| -24% | -$146K | 0.39% | 34 |
|
|
2022
Q1 | $720K | Buy |
3,357
+28
| +0.8% | +$6.01K | 0.29% | 48 |
|
|
2021
Q4 | $714K | Buy |
3,329
+1,205
| +57% | +$258K | 0.26% | 51 |
|
|
2021
Q3 | $387K | Sell |
2,124
-850
| -29% | -$155K | 0.16% | 72 |
|
|
2021
Q2 | $619K | Sell |
2,974
-99
| -3% | -$20.6K | 0.27% | 63 |
|
|
2021
Q1 | $522K | Sell |
3,073
-949
| -24% | -$161K | 0.25% | 60 |
|
|
2020
Q4 | $677K | Buy |
4,022
+66
| +2% | +$11.1K | 0.35% | 49 |
|
|
2020
Q3 | $659K | Sell |
3,956
-1,470
| -27% | -$245K | 0.39% | 41 |
|
|
2020
Q2 | $603K | Buy |
+5,426
| New | +$603K | 0.41% | 44 |
|