G&S 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-14,184
| Closed | -$2.54M | – | 123 |
|
|
2023
Q2 | $2.54M | Buy |
14,184
+5,310
| +60% | +$952K | 1.22% | 28 |
|
|
2023
Q1 | $1.72M | Buy |
+8,874
| New | +$1.72M | 0.76% | 45 |
|
|
2021
Q1 | – | Sell |
-17,532
| Closed | -$2.95M | – | 118 |
|
|
2020
Q4 | $2.95M | Buy |
17,532
+8,607
| +96% | +$1.45M | 1.77% | 18 |
|
|
2020
Q3 | $1.49M | Sell |
8,925
-8,775
| -50% | -$1.46M | 1.07% | 33 |
|
|
2020
Q2 | $1.97M | Buy |
+17,700
| New | +$1.97M | 1.76% | 18 |
|