Carroll Investors’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
Q1 | – | Sell |
-1,198
| Closed | -$211K | – | 45 |
|
|
2022
Q4 | $211K | Buy |
+1,198
| New | +$211K | 0.22% | 39 |
|
|
2022
Q2 | – | Sell |
-75
| Closed | -$16K | – | 158 |
|
|
2022
Q1 | $16K | Sell |
75
-193
| -72% | -$41.2K | 0.01% | 116 |
|
|
2021
Q4 | $57K | Buy |
+268
| New | +$57K | 0.03% | 91 |
|