Capitolis 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
Q1 | – | Sell |
-45,967
| Closed | -$9.85M | – | 484 |
|
|
2021
Q4 | $9.85M | Buy |
45,967
+9,002
| +24% | +$1.93M | 0.06% | 222 |
|
|
2021
Q3 | $7.15M | Sell |
36,965
-15,127
| -29% | -$2.93M | 0.07% | 206 |
|
|
2021
Q2 | $10.8M | Sell |
52,092
-25,978
| -33% | -$5.4M | 0.13% | 156 |
|
|
2021
Q1 | $13.3M | Hold |
78,070
| – | – | 0.23% | 99 |
|
|
2020
Q4 | $13.1M | Buy |
+78,070
| New | +$13.1M | 0.22% | 111 |
|