Harfst & Associates’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
Q2 | – | Sell |
-1,927
| Closed | -$413K | – | 117 |
|
|
2022
Q1 | $413K | Buy |
1,927
+7
| +0.4% | +$1.5K | 0.1% | 102 |
|
|
2021
Q4 | $411K | Buy |
+1,920
| New | +$411K | 0.1% | 98 |
|
|
2016
Q1 | – | Sell |
-577
| Closed | -$55K | – | 239 |
|
|
2015
Q4 | $55K | Buy |
577
+471
| +444% | +$44.9K | 0.02% | 176 |
|
|
2015
Q3 | $10K | Hold |
106
| – | – | ﹤0.01% | 234 |
|
|
2015
Q2 | $10K | Buy |
+106
| New | +$10K | 0.01% | 272 |
|