Dover 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
Q1 | – | Sell |
-1,983
| Closed | -$312K | – | 115 |
|
|
2023
Q4 | $312K | Sell |
1,983
-736
| -27% | -$116K | 0.41% | 67 |
|
|
2023
Q3 | $424K | Sell |
2,719
-150
| -5% | -$23.4K | 0.43% | 69 |
|
|
2023
Q2 | $514K | Sell |
2,869
-477
| -14% | -$85.5K | 0.46% | 61 |
|
|
2023
Q1 | $649K | Buy |
3,346
+408
| +14% | +$79.1K | 0.62% | 53 |
|
|
2022
Q4 | $511K | Buy |
+2,938
| New | +$511K | 0.55% | 58 |
|