Doliver 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,046
| Closed | -$203K | – | 172 |
|
|
2023
Q1 | $203K | Buy |
+1,046
| New | +$203K | 0.06% | 157 |
|
|
2021
Q4 | – | Sell |
-1,406
| Closed | -$256K | – | 180 |
|
|
2021
Q3 | $256K | Buy |
1,406
+23
| +2% | +$4.19K | 0.09% | 141 |
|
|
2021
Q2 | $288K | Buy |
+1,383
| New | +$288K | 0.1% | 120 |
|
|
2018
Q4 | – | Sell |
-1,845
| Closed | -$215K | – | 212 |
|
|
2018
Q3 | $215K | Buy |
+1,845
| New | +$215K | 0.09% | 151 |
|