Aveo Capital 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
Q1 | – | Sell |
-1,384
| Closed | -$218K | – | 389 |
|
|
2023
Q4 | $218K | Buy |
+1,384
| New | +$218K | 0.03% | 314 |
|
|
2023
Q3 | – | Sell |
-1,231
| Closed | -$221K | – | 356 |
|
|
2023
Q2 | $221K | Sell |
1,231
-92
| -7% | -$16.5K | 0.03% | 314 |
|
|
2023
Q1 | $257K | Sell |
1,323
-5
| -0.4% | -$970 | 0.03% | 287 |
|
|
2022
Q4 | $231K | Buy |
+1,328
| New | +$231K | 0.03% | 293 |
|
|
2022
Q3 | – | Sell |
-1,241
| Closed | -$227K | – | 297 |
|
|
2022
Q2 | $227K | Sell |
1,241
-45
| -3% | -$8.23K | 0.04% | 246 |
|
|
2022
Q1 | $276K | Buy |
1,286
+72
| +6% | +$15.5K | 0.05% | 228 |
|
|
2021
Q4 | $260K | Buy |
+1,214
| New | +$260K | 0.05% | 241 |
|
|
2018
Q1 | – | Sell |
-10,398
| Closed | -$1.24M | – | 157 |
|
|
2017
Q4 | $1.24M | Buy |
10,398
+4
| +0% | +$477 | 0.41% | 40 |
|
|
2017
Q3 | $1.25M | Hold |
10,394
| – | – | 0.43% | 39 |
|
|
2017
Q2 | $1.15M | Buy |
+10,394
| New | +$1.15M | 0.4% | 42 |
|
|
2017
Q1 | – | Sell |
-10,932
| Closed | -$1.25M | – | 226 |
|
|
2016
Q4 | $1.25M | Buy |
+10,932
| New | +$1.25M | 0.36% | 51 |
|