Clarity Financial’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-27,251
| Closed | -$4.96M | – | 118 |
|
2021
Q3 | $4.96M | Sell |
27,251
-12,155
| -31% | -$2.21M | 0.81% | 36 |
|
2021
Q2 | $8.2M | Buy |
39,406
+17,384
| +79% | +$3.62M | 1.57% | 16 |
|
2021
Q1 | $3.74M | Buy |
22,022
+2,132
| +11% | +$362K | 0.76% | 41 |
|
2020
Q4 | $3.35M | Buy |
+19,890
| New | +$3.35M | 0.8% | 37 |
|