Fairhaven Wealth Management’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 |
-1,238
| Closed | -$222K | – | 125 |
|
|
2023
Q2 | $222K | Buy |
+1,238
| New | +$222K | 0.08% | 99 |
|
|
2022
Q4 | $235K | Sell |
1,349
-5
| -0.4% | -$869 | 0.1% | 90 |
|
|
2022
Q3 | $219K | Sell |
1,354
-16
| -1% | -$2.59K | 0.1% | 90 |
|
|
2022
Q2 | $250K | Buy |
1,370
+40
| +3% | +$7.3K | 0.12% | 84 |
|
|
2022
Q1 | $285K | Buy |
1,330
+1
| +0.1% | +$214 | 0.12% | 86 |
|
|
2021
Q4 | $285K | Sell |
1,329
-10
| -0.7% | -$2.14K | 0.11% | 81 |
|
|
2021
Q3 | $244K | Buy |
1,339
+1
| +0.1% | +$182 | 0.1% | 90 |
|
|
2021
Q2 | $278K | Hold |
1,338
| – | – | 0.11% | 87 |
|
|
2021
Q1 | $227K | Buy |
1,338
+1
| +0.1% | +$170 | 0.1% | 96 |
|
|
2020
Q4 | $225K | Buy |
+1,337
| New | +$225K | 0.1% | 97 |
|