Freedman Financial Associates’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
Q2 | – | Sell |
-80
| Closed | -$17K | – | 416 |
|
2022
Q1 | $17K | Buy |
+80
| New | +$17K | 0.01% | 314 |
|
2021
Q3 | – | Hold |
0
| – | – | – | 536 |
|
2021
Q2 | – | Sell |
-500
| Closed | -$85K | – | 545 |
|
2021
Q1 | $85K | Hold |
500
| – | – | 0.07% | 122 |
|
2020
Q4 | $84K | Buy |
+500
| New | +$84K | 0.08% | 111 |
|