D.L. Carlson Investment Group’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
Q4
Sell
-30,727
Closed -$4.79M 154
2023
Q3
$4.79M Sell
30,727
-884
-3% -$138K 0.97% 33
2023
Q2
$5.67M Sell
31,611
-162
-0.5% -$29K 1.08% 29
2023
Q1
$6.16M Buy
+31,773
New +$6.16M 1.4% 26