Delos Wealth 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
Q3 | – | Sell |
-26
| Closed | -$3.56K | – | 352 |
|
|
2024
Q2 | $3.56K | Hold |
26
| – | – | ﹤0.01% | 176 |
|
|
2024
Q1 | $3.87K | Buy |
26
+21
| +420% | +$3.12K | ﹤0.01% | 175 |
|
|
2023
Q4 | $787 | Hold |
5
| – | – | ﹤0.01% | 205 |
|
|
2023
Q3 | $847 | Hold |
5
| – | – | ﹤0.01% | 238 |
|
|
2023
Q2 | $897 | Hold |
5
| – | – | ﹤0.01% | 225 |
|
|
2023
Q1 | $970 | Hold |
5
| – | – | ﹤0.01% | 226 |
|
|
2022
Q4 | $869 | Hold |
5
| – | – | ﹤0.01% | 247 |
|
|
2022
Q3 | $1K | Sell |
5
-69
| -93% | -$13.8K | ﹤0.01% | 280 |
|
|
2022
Q2 | $14K | Sell |
74
-474
| -86% | -$89.7K | 0.02% | 114 |
|
|
2022
Q1 | $118K | Buy |
548
+474
| +641% | +$102K | 0.12% | 56 |
|
|
2021
Q4 | $16K | Buy |
+74
| New | +$16K | 0.02% | 153 |
|