Deane Retirement Strategies’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
Q4 | – | Sell |
-21,870
| Closed | -$2.98M | – | 83 |
|
|
2024
Q3 | $2.98M | Buy |
21,870
+51
| +0.2% | +$6.95K | 1.45% | 30 |
|
|
2024
Q2 | $2.98M | Buy |
+21,819
| New | +$2.98M | 1.53% | 30 |
|
|
2024
Q1 | – | Sell |
-21,965
| Closed | -$3.45M | – | 86 |
|
|
2023
Q4 | $3.45M | Buy |
21,965
+106
| +0.5% | +$16.7K | 1.88% | 18 |
|
|
2023
Q3 | $3.41M | Buy |
21,859
+11,047
| +102% | +$1.72M | 1.9% | 14 |
|
|
2023
Q2 | $1.94M | Buy |
10,812
+71
| +0.7% | +$12.7K | 1.06% | 27 |
|
|
2023
Q1 | $2.08M | Buy |
10,741
+43
| +0.4% | +$8.34K | 1.15% | 26 |
|
|
2022
Q4 | $1.86M | Sell |
10,698
-50
| -0.5% | -$8.69K | 1.04% | 29 |
|
|
2022
Q3 | $1.74M | Buy |
10,748
+306
| +3% | +$49.5K | 1.07% | 26 |
|
|
2022
Q2 | $1.93M | Buy |
+10,442
| New | +$1.93M | 1.2% | 19 |
|
|
2016
Q4 | – | Sell |
-21,697
| Closed | -$2.37M | – | 58 |
|
|
2016
Q3 | $2.37M | Buy |
+21,697
| New | +$2.37M | 2.16% | 17 |
|