Enlightenment Research’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 |
-2,000
| Closed | -$429K | – | 182 |
|
|
2022
Q1 | $429K | Buy |
+2,000
| New | +$429K | 0.57% | 54 |
|
|
2021
Q4 | – | Sell |
-1,400
| Closed | -$255K | – | 203 |
|
|
2021
Q3 | $255K | Sell |
1,400
-1,400
| -50% | -$255K | 0.31% | 106 |
|
|
2021
Q2 | $582K | Buy |
+2,800
| New | +$582K | 0.74% | 40 |
|
|
2021
Q1 | – | Sell |
-2,500
| Closed | -$421K | – | 194 |
|
|
2020
Q4 | $421K | Buy |
2,500
+200
| +9% | +$33.7K | 0.59% | 45 |
|
|
2020
Q3 | $383K | Buy |
+2,300
| New | +$383K | 1.13% | 30 |
|