Fulcrum Capital’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 |
-1,622
| Closed | -$241K | – | 118 |
|
|
2024
Q1 | $241K | Buy |
1,622
+239
| +17% | +$35.5K | 0.06% | 104 |
|
|
2023
Q4 | $217K | Buy |
+1,383
| New | +$217K | 0.06% | 113 |
|
|
2023
Q3 | – | Sell |
-1,219
| Closed | -$219K | – | 119 |
|
|
2023
Q2 | $219K | Buy |
1,219
+68
| +6% | +$12.2K | 0.06% | 113 |
|
|
2023
Q1 | $223K | Buy |
+1,151
| New | +$223K | 0.06% | 109 |
|