Baron Financial Group’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 |
-530
| Closed | -$96.7K | – | 186 |
|
|
2022
Q2 | $96.7K | Hold |
530
| – | – | 0.06% | 59 |
|
|
2022
Q1 | $114K | Hold |
530
| – | – | 0.07% | 62 |
|
|
2021
Q4 | $114K | Hold |
530
| – | – | 0.06% | 64 |
|
|
2021
Q3 | $96.5K | Hold |
530
| – | – | 0.06% | 68 |
|
|
2021
Q2 | $110K | Sell |
530
-50
| -9% | -$10.4K | 0.07% | 63 |
|
|
2021
Q1 | $98.6K | Buy |
580
+190
| +49% | +$32.3K | 0.07% | 69 |
|
|
2020
Q4 | $65.7K | Hold |
390
| – | – | 0.05% | 79 |
|
|
2020
Q3 | $65K | Buy |
+390
| New | +$65K | 0.06% | 76 |
|