Cedar Brook Financial Partners’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
Q2 | – | Sell |
-1,092
| Closed | -$212K | – | 422 |
|
|
2023
Q1 | $212K | Buy |
+1,092
| New | +$212K | 0.05% | 356 |
|
|
2021
Q3 | – | Sell |
-1,049
| Closed | -$218K | – | 379 |
|
|
2021
Q2 | $218K | Buy |
+1,049
| New | +$218K | 0.06% | 342 |
|
|
2020
Q1 | – | Sell |
-3,110
| Closed | -$364K | – | 298 |
|
|
2019
Q4 | $364K | Buy |
3,110
+37
| +1% | +$4.33K | 0.15% | 176 |
|
|
2019
Q3 | $368K | Buy |
3,073
+3
| +0.1% | +$359 | 0.16% | 182 |
|
|
2019
Q2 | $317K | Sell |
3,070
-205
| -6% | -$21.2K | 0.15% | 198 |
|
|
2019
Q1 | $366K | Sell |
3,275
-103
| -3% | -$11.5K | 0.18% | 175 |
|
|
2018
Q4 | $329K | Buy |
+3,378
| New | +$329K | 0.2% | 161 |
|