Cavalier Investments’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 |
-3,932
| Closed | -$684K | – | 97 |
|
|
2022
Q4 | $684K | Sell |
3,932
-252
| -6% | -$43.8K | 0.25% | 64 |
|
|
2022
Q3 | $676K | Sell |
4,184
-1,507
| -26% | -$243K | 0.24% | 60 |
|
|
2022
Q2 | $1.04M | Sell |
5,691
-897
| -14% | -$164K | 0.36% | 50 |
|
|
2022
Q1 | $1.41M | Sell |
6,588
-1,270
| -16% | -$272K | 0.37% | 58 |
|
|
2021
Q4 | $1.68M | Buy |
7,858
+2,487
| +46% | +$533K | 0.44% | 70 |
|
|
2021
Q3 | $978K | Buy |
+5,371
| New | +$978K | 0.31% | 92 |
|