Circle Wealth 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
Q1 | – | Sell |
-1,220
| Closed | -$262K | – | 202 |
|
|
2021
Q4 | $262K | Buy |
1,220
+26
| +2% | +$5.58K | 0.03% | 174 |
|
|
2021
Q3 | $217K | Sell |
1,194
-278
| -19% | -$50.5K | 0.03% | 168 |
|
|
2021
Q2 | $306K | Buy |
1,472
+52
| +4% | +$10.8K | 0.04% | 154 |
|
|
2021
Q1 | $241K | Sell |
1,420
-33
| -2% | -$5.6K | 0.04% | 155 |
|
|
2020
Q4 | $245K | Buy |
1,453
+23
| +2% | +$3.88K | 0.04% | 208 |
|
|
2020
Q3 | $238K | Buy |
+1,430
| New | +$238K | 0.04% | 183 |
|