Everhart Financial 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
Q3 | – | Sell |
-1,297
| Closed | -$232K | – | 230 |
|
|
2023
Q2 | $232K | Sell |
1,297
-218
| -14% | -$39.1K | 0.1% | 188 |
|
|
2023
Q1 | $294K | Buy |
1,515
+284
| +23% | +$55.1K | 0.13% | 141 |
|
|
2022
Q4 | $214K | Sell |
1,231
-187
| -13% | -$32.5K | 0.11% | 165 |
|
|
2022
Q3 | $229K | Sell |
1,418
-285
| -17% | -$46K | 0.13% | 162 |
|
|
2022
Q2 | $310K | Buy |
+1,703
| New | +$310K | 0.19% | 117 |
|