CWS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,653
| Closed | -$417K | – | 148 |
|
|
2023
Q4 | $417K | Buy |
2,653
+1,324
| +100% | +$208K | 0.16% | 101 |
|
|
2023
Q3 | $207K | Sell |
1,329
-100
| -7% | -$15.6K | 0.08% | 137 |
|
|
2023
Q2 | $256K | Sell |
1,429
-76
| -5% | -$13.6K | 0.1% | 121 |
|
|
2023
Q1 | $292K | Buy |
1,505
+255
| +20% | +$49.5K | 0.12% | 116 |
|
|
2022
Q4 | $212K | Sell |
1,250
-119
| -9% | -$20.2K | 0.09% | 131 |
|
|
2022
Q3 | $221K | Sell |
1,369
-250
| -15% | -$40.4K | 0.11% | 125 |
|
|
2022
Q2 | $296K | Sell |
1,619
-29
| -2% | -$5.3K | 0.14% | 112 |
|
|
2022
Q1 | $353K | Buy |
1,648
+177
| +12% | +$37.9K | 0.13% | 105 |
|
|
2021
Q4 | $315K | Buy |
+1,471
| New | +$315K | 0.11% | 112 |
|
|
2021
Q2 | $260K | Hold |
1,250
| – | – | 0.1% | 125 |
|
|
2021
Q1 | $212K | Sell |
1,250
-317
| -20% | -$53.8K | 0.09% | 131 |
|
|
2020
Q4 | $264K | Buy |
1,567
+233
| +17% | +$39.3K | 0.15% | 106 |
|
|
2020
Q3 | $222K | Buy |
+1,334
| New | +$222K | 0.15% | 116 |
|