Financial Planning & Information Services’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
Q2 | – | Sell |
-1,210
| Closed | -$235K | – | 89 |
|
|
2023
Q1 | $235K | Hold |
1,210
| – | – | 0.05% | 75 |
|
|
2022
Q4 | $210K | Buy |
+1,210
| New | +$210K | 0.04% | 80 |
|
|
2022
Q2 | – | Sell |
-996
| Closed | -$214K | – | 80 |
|
|
2022
Q1 | $214K | Hold |
996
| – | – | 0.05% | 78 |
|
|
2021
Q4 | $213K | Buy |
+996
| New | +$213K | 0.05% | 77 |
|
|
2021
Q3 | – | Sell |
-971
| Closed | -$202K | – | 75 |
|
|
2021
Q2 | $202K | Buy |
+971
| New | +$202K | 0.06% | 70 |
|