Capital Directions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $44K | Buy |
+253
| New | +$44K | 0.02% | 130 |
|
|
2022
Q3 | – | Sell |
-338
| Closed | -$62K | – | 121 |
|
|
2022
Q2 | $62K | Sell |
338
-70
| -17% | -$12.8K | 0.02% | 114 |
|
|
2022
Q1 | $88K | Buy |
+408
| New | +$88K | 0.03% | 107 |
|
|
2021
Q4 | – | Sell |
-338
| Closed | -$62K | – | 218 |
|
|
2021
Q3 | $62K | Hold |
338
| – | – | 0.02% | 125 |
|
|
2021
Q2 | $70K | Buy |
+338
| New | +$70K | 0.02% | 101 |
|
|
2021
Q1 | – | Sell |
-463
| Closed | -$78K | – | 344 |
|
|
2020
Q4 | $78K | Buy |
463
+125
| +37% | +$21.1K | 0.03% | 85 |
|
|
2020
Q3 | $56K | Sell |
338
-115
| -25% | -$19.1K | 0.02% | 100 |
|
|
2020
Q2 | $50K | Hold |
453
| – | – | 0.02% | 106 |
|
|
2020
Q1 | $42K | Hold |
453
| – | – | 0.02% | 119 |
|
|
2019
Q4 | $53K | Hold |
453
| – | – | 0.02% | 128 |
|
|
2019
Q3 | $54K | Buy |
+453
| New | +$54K | 0.02% | 125 |
|
|
2018
Q3 | – | Sell |
-553
| Closed | -$59K | – | 230 |
|
|
2018
Q2 | $59K | Buy |
+553
| New | +$59K | 0.03% | 66 |
|