First National Bank of South Miami’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 | $968K | Buy |
5,401
+78
| +1% | +$14K | 0.78% | 35 |
|
|
2023
Q1 | $1.03M | Sell |
5,323
-331
| -6% | -$64.2K | 0.82% | 31 |
|
|
2022
Q4 | $983K | Buy |
5,654
+182
| +3% | +$31.6K | 0.74% | 36 |
|
|
2022
Q3 | $884K | Buy |
5,472
+372
| +7% | +$60.1K | 0.68% | 36 |
|
|
2022
Q2 | $931K | Buy |
5,100
+186
| +4% | +$34K | 0.63% | 40 |
|
|
2022
Q1 | $1.05M | Sell |
4,914
-101
| -2% | -$21.7K | 0.64% | 40 |
|
|
2021
Q4 | $1.08M | Buy |
5,015
+396
| +9% | +$84.9K | 0.65% | 37 |
|
|
2021
Q3 | $842K | Sell |
4,619
-7
| -0.2% | -$1.28K | 0.57% | 50 |
|
|
2021
Q2 | $962K | Sell |
4,626
-21
| -0.5% | -$4.37K | 0.66% | 38 |
|
|
2021
Q1 | $790K | Sell |
4,647
-13
| -0.3% | -$2.21K | 0.6% | 43 |
|
|
2020
Q4 | $785K | Sell |
4,660
-129
| -3% | -$21.7K | 0.67% | 41 |
|
|
2020
Q3 | $798K | Sell |
4,789
-461
| -9% | -$76.8K | 0.76% | 37 |
|
|
2020
Q2 | $584K | Sell |
5,250
-142
| -3% | -$15.8K | 0.63% | 46 |
|
|
2020
Q1 | $504K | Sell |
5,392
-50
| -0.9% | -$4.67K | 0.64% | 48 |
|
|
2019
Q4 | $637K | Sell |
5,442
-16
| -0.3% | -$1.87K | 0.63% | 51 |
|
|
2019
Q3 | $648K | Hold |
5,458
| – | – | 0.62% | 50 |
|
|
2019
Q2 | $653K | Sell |
5,458
-158
| -3% | -$18.9K | 0.61% | 48 |
|
|
2019
Q1 | $628K | Sell |
5,616
-28
| -0.5% | -$3.13K | 0.6% | 51 |
|
|
2018
Q4 | $595K | Buy |
+5,644
| New | +$595K | 0.58% | 52 |
|