Caerus Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,000
| Closed | -$297K | – | 33 |
|
|
2024
Q1 | $297K | Hold |
2,000
| – | – | 0.29% | 27 |
|
|
2023
Q4 | $314K | Sell |
2,000
-6
| -0.3% | -$943 | 0.3% | 30 |
|
|
2023
Q3 | $313K | Hold |
2,006
| – | – | 0.32% | 24 |
|
|
2023
Q2 | $360K | Hold |
2,006
| – | – | 0.41% | 23 |
|
|
2023
Q1 | $389K | Hold |
2,006
| – | – | 0.45% | 33 |
|
|
2022
Q4 | $349K | Hold |
2,006
| – | – | 0.53% | 29 |
|
|
2022
Q3 | $324K | Hold |
2,006
| – | – | 0.41% | 37 |
|
|
2022
Q2 | $366K | Sell |
2,006
-200
| -9% | -$36.5K | 0.44% | 39 |
|
|
2022
Q1 | $400K | Buy |
2,206
+204
| +10% | +$37K | 0.48% | 34 |
|
|
2021
Q4 | $429K | Buy |
+2,002
| New | +$429K | 0.46% | 33 |
|