Halpern Financial’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
Q3 | – | Sell |
-89
| Closed | -$16.2K | – | 317 |
|
|
2022
Q2 | $16.2K | Buy |
+89
| New | +$16.2K | 0.01% | 134 |
|
|
2022
Q1 | – | Sell |
-40
| Closed | -$8.57K | – | 275 |
|
|
2021
Q4 | $8.57K | Hold |
40
| – | – | ﹤0.01% | 194 |
|
|
2021
Q3 | $7.28K | Sell |
40
-42
| -51% | -$7.65K | ﹤0.01% | 199 |
|
|
2021
Q2 | $17.1K | Hold |
82
| – | – | 0.01% | 116 |
|
|
2021
Q1 | $13.9K | Buy |
+82
| New | +$13.9K | 0.01% | 121 |
|