CGN 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,497
| Closed | -$233K | – | 260 |
|
|
2023
Q3 | $233K | Buy |
1,497
+332
| +28% | +$51.7K | 0.03% | 240 |
|
|
2023
Q2 | $209K | Sell |
1,165
-10
| -0.9% | -$1.79K | 0.03% | 221 |
|
|
2023
Q1 | $228K | Sell |
1,175
-50
| -4% | -$9.7K | 0.04% | 207 |
|
|
2022
Q4 | $213K | Sell |
1,225
-149
| -11% | -$25.9K | 0.04% | 214 |
|
|
2022
Q3 | $222K | Buy |
+1,374
| New | +$222K | 0.06% | 217 |
|