Demars Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,260
| Closed | -$270K | – | 91 |
|
|
2022
Q1 | $270K | Sell |
1,260
-101
| -7% | -$21.6K | 0.14% | 75 |
|
|
2021
Q4 | $292K | Sell |
1,361
-20
| -1% | -$4.29K | 0.15% | 74 |
|
|
2021
Q3 | $251K | Sell |
1,381
-1,239
| -47% | -$225K | 0.15% | 76 |
|
|
2021
Q2 | $545K | Hold |
2,620
| – | – | 0.33% | 52 |
|
|
2021
Q1 | $445K | Sell |
2,620
-65
| -2% | -$11K | 0.3% | 54 |
|
|
2020
Q4 | $452K | Sell |
2,685
-45
| -2% | -$7.58K | 0.32% | 51 |
|
|
2020
Q3 | $455K | Hold |
2,730
| – | – | 0.35% | 44 |
|
|
2020
Q2 | $304K | Buy |
2,730
+190
| +7% | +$21.2K | 0.25% | 47 |
|
|
2020
Q1 | $237K | Buy |
+2,540
| New | +$237K | 0.25% | 44 |
|