Edge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,151
| Closed | -$223K | – | 396 |
|
|
2023
Q1 | $223K | Sell |
1,151
-73
| -6% | -$14.2K | 0.01% | 290 |
|
|
2022
Q4 | $213K | Sell |
1,224
-160
| -12% | -$27.8K | 0.01% | 279 |
|
|
2022
Q3 | $224K | Sell |
1,384
-9,156
| -87% | -$1.48M | 0.02% | 262 |
|
|
2022
Q2 | $1.05M | Buy |
10,540
+9,221
| +699% | +$914K | 0.09% | 139 |
|
|
2022
Q1 | $283K | Buy |
1,319
+5
| +0.4% | +$1.07K | 0.02% | 254 |
|
|
2021
Q4 | $282K | Buy |
1,314
+1
| +0.1% | +$215 | 0.02% | 239 |
|
|
2021
Q3 | $239K | Buy |
+1,313
| New | +$239K | 0.02% | 244 |
|
|
2021
Q2 | – | Sell |
-1,205
| Closed | -$205K | – | 294 |
|
|
2021
Q1 | $205K | Sell |
1,205
-567
| -32% | -$96.5K | 0.02% | 266 |
|
|
2020
Q4 | $298K | Buy |
1,772
+504
| +40% | +$84.8K | 0.03% | 212 |
|
|
2020
Q3 | $211K | Buy |
+1,268
| New | +$211K | 0.02% | 229 |
|