Apexium Financial’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 |
-1,677
| Closed | -$264K | – | 277 |
|
|
2023
Q4 | $264K | Buy |
+1,677
| New | +$264K | 0.02% | 226 |
|
|
2023
Q3 | – | Sell |
-1,604
| Closed | -$287K | – | 222 |
|
|
2023
Q2 | $287K | Buy |
1,604
+285
| +22% | +$51.1K | 0.03% | 179 |
|
|
2023
Q1 | $256K | Buy |
+1,319
| New | +$256K | 0.03% | 185 |
|