Gill Capital Partners’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 |
-1,361
| Closed | -$234K | – | 131 |
|
2023
Q4 | $234K | Buy |
+1,361
| New | +$234K | 0.1% | 103 |
|
2023
Q2 | – | Sell |
-1,392
| Closed | -$270K | – | 135 |
|
2023
Q1 | $270K | Hold |
1,392
| – | – | 0.12% | 93 |
|
2022
Q4 | $242K | Sell |
1,392
-1,261
| -48% | -$219K | 0.11% | 96 |
|
2022
Q3 | $429K | Buy |
+2,653
| New | +$429K | 0.22% | 66 |
|