Bellecapital’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
Q4 | – | Sell |
-1,491
| Closed | -$241K | – | 195 |
|
|
2022
Q3 | $241K | Sell |
1,491
-1,452
| -49% | -$235K | 0.07% | 167 |
|
|
2022
Q2 | $537K | Sell |
2,943
-500
| -15% | -$91.2K | 0.15% | 105 |
|
|
2022
Q1 | $738K | Buy |
+3,443
| New | +$738K | 0.23% | 78 |
|
|
2019
Q2 | – | Sell |
-3,088
| Closed | -$345K | – | 131 |
|
|
2019
Q1 | $345K | Buy |
3,088
+988
| +47% | +$110K | 0.22% | 81 |
|
|
2018
Q4 | $205K | Buy |
+2,100
| New | +$205K | 0.15% | 93 |
|