Eudaimonia 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 | $393K | Hold |
2,641
| – | – | 0.21% | 119 |
|
2023
Q4 | $415K | Hold |
2,641
| – | – | 0.27% | 106 |
|
2023
Q3 | $412K | Sell |
2,641
-57
| -2% | -$8.89K | 0.29% | 95 |
|
2023
Q2 | $484K | Buy |
2,698
+1
| +0% | +$179 | 0.32% | 86 |
|
2023
Q1 | $523K | Hold |
2,697
| – | – | 0.35% | 85 |
|
2022
Q4 | $469K | Hold |
2,697
| – | – | 0.32% | 84 |
|
2022
Q3 | $436K | Buy |
2,697
+133
| +5% | +$21.5K | 0.3% | 81 |
|
2022
Q2 | $468K | Sell |
2,564
-309
| -11% | -$56.4K | 0.32% | 85 |
|
2022
Q1 | $616K | Sell |
2,873
-32
| -1% | -$6.86K | 0.35% | 82 |
|
2021
Q4 | $623K | Buy |
+2,905
| New | +$623K | 0.37% | 78 |
|