CIC Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,393
| Closed | -$207K | – | 165 |
|
|
2024
Q1 | $207K | Sell |
1,393
-73
| -5% | -$10.8K | 0.06% | 155 |
|
|
2023
Q4 | $231K | Sell |
1,466
-299
| -17% | -$47K | 0.07% | 143 |
|
|
2023
Q3 | $275K | Buy |
1,765
+582
| +49% | +$90.7K | 0.1% | 118 |
|
|
2023
Q2 | $212K | Buy |
1,183
+1
| +0.1% | +$179 | 0.07% | 148 |
|
|
2023
Q1 | $229K | Buy |
1,182
+30
| +3% | +$5.82K | 0.09% | 145 |
|
|
2022
Q4 | $200K | Buy |
+1,152
| New | +$200K | 0.08% | 160 |
|