BDO Wealth Advisors’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
Q2 | $53.1K | Buy |
296
+90
| +44% | +$16.1K | 0.01% | 424 |
|
|
2023
Q1 | $40K | Sell |
206
-60
| -23% | -$11.6K | ﹤0.01% | 458 |
|
|
2022
Q4 | $46.2K | Hold |
266
| – | – | 0.01% | 424 |
|
|
2022
Q3 | $43K | Buy |
266
+30
| +13% | +$4.85K | 0.01% | 431 |
|
|
2022
Q2 | $43K | Sell |
236
-70
| -23% | -$12.8K | 0.01% | 430 |
|
|
2022
Q1 | $66K | Hold |
306
| – | – | 0.01% | 386 |
|
|
2021
Q4 | $66K | Buy |
306
+120
| +65% | +$25.9K | 0.01% | 402 |
|
|
2021
Q3 | $34K | Sell |
186
-56
| -23% | -$10.2K | ﹤0.01% | 509 |
|
|
2021
Q2 | $50K | Buy |
242
+87
| +56% | +$18K | 0.01% | 468 |
|
|
2021
Q1 | $26K | Buy |
155
+88
| +131% | +$14.8K | ﹤0.01% | 570 |
|
|
2020
Q4 | $11K | Buy |
67
+31
| +86% | +$5.09K | ﹤0.01% | 542 |
|
|
2020
Q3 | $6K | Buy |
36
+19
| +112% | +$3.17K | ﹤0.01% | 543 |
|
|
2020
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 637 |
|
|
2020
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 685 |
|
|
2019
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 560 |
|
|
2019
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 599 |
|
|
2019
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 586 |
|
|
2019
Q1 | $2K | Hold |
17
| – | – | ﹤0.01% | 571 |
|
|
2018
Q4 | $2K | Hold |
17
| – | – | ﹤0.01% | 508 |
|
|
2018
Q3 | $2K | Hold |
17
| – | – | ﹤0.01% | 574 |
|
|
2018
Q2 | $2K | Hold |
17
| – | – | ﹤0.01% | 597 |
|
|
2018
Q1 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 527 |
|