Compass Financial 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
Q2 | – | Sell |
-1,477
| Closed | -$286K | – | 103 |
|
|
2023
Q1 | $286K | Buy |
1,477
+4
| +0.3% | +$776 | 0.36% | 91 |
|
|
2022
Q4 | $256K | Sell |
1,473
-16
| -1% | -$2.78K | 0.35% | 97 |
|
|
2022
Q3 | $240K | Buy |
1,489
+4
| +0.3% | +$645 | 0.36% | 94 |
|
|
2022
Q2 | $271K | Buy |
1,485
+4
| +0.3% | +$730 | 0.37% | 94 |
|
|
2022
Q1 | $318K | Buy |
1,481
+169
| +13% | +$36.3K | 0.35% | 99 |
|
|
2021
Q4 | $281K | Buy |
+1,312
| New | +$281K | 0.31% | 106 |
|