Fort LP’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,354
| Closed | -$201K | – | 153 |
|
|
2024
Q1 | $201K | Sell |
1,354
-280
| -17% | -$41.6K | 0.51% | 140 |
|
|
2023
Q4 | $257K | Sell |
1,634
-12
| -0.7% | -$1.89K | 0.64% | 85 |
|
|
2023
Q3 | $257K | Buy |
1,646
+125
| +8% | +$19.5K | 0.71% | 65 |
|
|
2023
Q2 | $273K | Buy |
1,521
+442
| +41% | +$79.2K | 0.72% | 66 |
|
|
2023
Q1 | $209K | Buy |
+1,079
| New | +$209K | 0.54% | 127 |
|