Blue Barn 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
Q3 | – | Sell |
-1,179
| Closed | -$211K | – | 121 |
|
|
2023
Q2 | $211K | Sell |
1,179
-107
| -8% | -$19.2K | 0.14% | 110 |
|
|
2023
Q1 | $249K | Sell |
1,286
-200
| -13% | -$38.8K | 0.15% | 99 |
|
|
2022
Q4 | $258K | Sell |
1,486
-84
| -5% | -$14.6K | 0.17% | 90 |
|
|
2022
Q3 | $254K | Buy |
1,570
+272
| +21% | +$44K | 0.18% | 84 |
|
|
2022
Q2 | $237K | Buy |
+1,298
| New | +$237K | 0.18% | 90 |
|