FIDELIS iM’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
Q1 | – | Sell |
-2,000
| Closed | -$348K | – | 22 |
|
|
2022
Q4 | $348K | Hold |
2,000
| – | – | 0.23% | 19 |
|
|
2022
Q3 | $323K | Hold |
2,000
| – | – | 0.23% | 20 |
|
|
2022
Q2 | $365K | Hold |
2,000
| – | – | 0.24% | 19 |
|
|
2022
Q1 | $429K | Hold |
2,000
| – | – | 0.25% | 19 |
|
|
2021
Q4 | $429K | Hold |
2,000
| – | – | 0.25% | 17 |
|
|
2021
Q3 | $364K | Buy |
+2,000
| New | +$364K | 0.23% | 17 |
|