Charter Oak Capital Management’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
Q3 | – | Sell |
-324
| Closed | -$59K | – | 843 |
|
|
2022
Q2 | $59K | Hold |
324
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $69K | Sell |
324
-33
| -9% | -$7.03K | 0.01% | 305 |
|
|
2021
Q4 | $77K | Hold |
357
| – | – | 0.01% | 286 |
|
|
2021
Q3 | $65K | Hold |
357
| – | – | 0.01% | 297 |
|
|
2021
Q2 | $74K | Buy |
357
+100
| +39% | +$20.7K | 0.01% | 275 |
|
|
2021
Q1 | $44K | Hold |
257
| – | – | 0.01% | 328 |
|
|
2020
Q4 | $43K | Buy |
+257
| New | +$43K | 0.01% | 307 |
|