Goodwin Investment Advisory’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
Q1 | – | Sell |
-1,114
| Closed | -$239K | – | 257 |
|
|
2021
Q4 | $239K | Sell |
1,114
-12
| -1% | -$2.58K | 0.18% | 40 |
|
|
2021
Q3 | $205K | Buy |
+1,126
| New | +$205K | 0.2% | 35 |
|
|
2021
Q2 | – | Sell |
-1,141
| Closed | -$194K | – | 153 |
|
|
2021
Q1 | $194K | Hold |
1,141
| – | – | 0.23% | 27 |
|
|
2020
Q4 | $192K | Buy |
+1,141
| New | +$192K | 0.23% | 28 |
|