Financial Sense 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,125
| Closed | -$456K | – | 142 |
|
|
2021
Q4 | $456K | Hold |
2,125
| – | – | 0.16% | 75 |
|
|
2021
Q3 | $387K | Hold |
2,125
| – | – | 0.13% | 79 |
|
|
2021
Q2 | $442K | Buy |
2,125
+1
| +0% | +$208 | 0.14% | 77 |
|
|
2021
Q1 | $361K | Buy |
2,124
+2
| +0.1% | +$340 | 0.12% | 83 |
|
|
2020
Q4 | $357K | Buy |
2,122
+622
| +41% | +$105K | 0.13% | 81 |
|
|
2020
Q3 | $250K | Buy |
+1,500
| New | +$250K | 0.1% | 81 |
|