First Capital Advisors 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
Q2 | $54.1K | Buy |
+302
| New | +$54.1K | 0.03% | 291 |
|
2018
Q4 | $221K | Sell |
2,261
-241
| -10% | -$23.6K | 0.17% | 124 |
|
2018
Q3 | $292K | Buy |
2,502
+167
| +7% | +$19.5K | 0.18% | 114 |
|
2018
Q2 | $248K | Buy |
2,335
+200
| +9% | +$21.2K | 0.16% | 134 |
|
2018
Q1 | $223K | Buy |
2,135
+273
| +15% | +$28.5K | 0.13% | 156 |
|
2017
Q4 | $222K | Buy |
+1,862
| New | +$222K | 0.14% | 159 |
|