Aurora Private Wealth’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
Q4 | – | Sell |
-1,293
| Closed | -$202K | – | 169 |
|
|
2023
Q3 | $202K | Buy |
1,293
+78
| +6% | +$12.2K | 0.22% | 123 |
|
|
2023
Q2 | $218K | Sell |
1,215
-13
| -1% | -$2.33K | 0.25% | 117 |
|
|
2023
Q1 | $238K | Buy |
+1,228
| New | +$238K | 0.25% | 123 |
|
|
2022
Q4 | – | Sell |
-1,372
| Closed | -$222K | – | 177 |
|
|
2022
Q3 | $222K | Buy |
1,372
+20
| +1% | +$3.24K | 0.1% | 147 |
|
|
2022
Q2 | $247K | Buy |
1,352
+55
| +4% | +$10K | 0.11% | 138 |
|
|
2022
Q1 | $278K | Buy |
1,297
+78
| +6% | +$16.7K | 0.11% | 148 |
|
|
2021
Q4 | $261K | Sell |
1,219
-1,536
| -56% | -$329K | 0.11% | 154 |
|
|
2021
Q3 | $502K | Hold |
2,755
| – | – | 0.2% | 98 |
|
|
2021
Q2 | $573K | Sell |
2,755
-200
| -7% | -$41.6K | 0.23% | 95 |
|
|
2021
Q1 | $502K | Buy |
2,955
+38
| +1% | +$6.46K | 0.21% | 100 |
|
|
2020
Q4 | $491K | Buy |
2,917
+1,057
| +57% | +$178K | 0.21% | 107 |
|
|
2020
Q3 | $310K | Buy |
+1,860
| New | +$310K | 0.13% | 140 |
|