Fortitude Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,422
| Closed | -$224K | – | 237 |
|
|
2023
Q4 | $224K | Sell |
1,422
-46
| -3% | -$7.23K | 0.14% | 176 |
|
|
2023
Q3 | $229K | Buy |
1,468
+48
| +3% | +$7.48K | 0.15% | 153 |
|
|
2023
Q2 | $255K | Sell |
1,420
-51
| -3% | -$9.14K | 0.19% | 139 |
|
|
2023
Q1 | $285K | Buy |
1,471
+29
| +2% | +$5.63K | 0.22% | 121 |
|
|
2022
Q4 | $251K | Buy |
1,442
+1
| +0.1% | +$174 | 0.21% | 139 |
|
|
2022
Q3 | $233K | Hold |
1,441
| – | – | 0.22% | 136 |
|
|
2022
Q2 | $263K | Buy |
1,441
+20
| +1% | +$3.65K | 0.24% | 122 |
|
|
2022
Q1 | $304K | Buy |
1,421
+431
| +44% | +$92.2K | 0.16% | 115 |
|
|
2021
Q4 | $229K | Buy |
+990
| New | +$229K | 0.12% | 172 |
|