Column Capital 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
Q3 | $58.6K | Sell |
376
-146
| -28% | -$22.7K | 0.01% | 300 |
|
|
2023
Q2 | $93.7K | Hold |
522
| – | – | 0.01% | 228 |
|
|
2023
Q1 | $101K | Buy |
522
+147
| +39% | +$28.5K | 0.02% | 219 |
|
|
2022
Q4 | $65.2K | Sell |
375
-56
| -13% | -$9.73K | 0.01% | 265 |
|
|
2022
Q3 | $70K | Buy |
431
+1
| +0.2% | +$162 | 0.01% | 233 |
|
|
2022
Q2 | $79K | Sell |
430
-105
| -20% | -$19.3K | 0.02% | 224 |
|
|
2022
Q1 | $115K | Sell |
535
-618
| -54% | -$133K | 0.02% | 178 |
|
|
2021
Q4 | $247K | Buy |
1,153
+748
| +185% | +$160K | 0.05% | 115 |
|
|
2021
Q3 | $74K | Sell |
405
-21
| -5% | -$3.84K | 0.02% | 220 |
|
|
2021
Q2 | $89K | Buy |
426
+400
| +1,538% | +$83.6K | 0.02% | 200 |
|
|
2021
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 561 |
|
|
2020
Q4 | $4K | Sell |
26
-24
| -48% | -$3.69K | ﹤0.01% | 560 |
|
|
2020
Q3 | $8K | Hold |
50
| – | – | ﹤0.01% | 481 |
|
|
2020
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 584 |
|
|
2020
Q1 | $5K | Sell |
50
-36
| -42% | -$3.6K | ﹤0.01% | 502 |
|
|
2019
Q4 | $10K | Buy |
+86
| New | +$10K | 0.01% | 451 |
|