Heritage Wealth Management (Arizona)’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
Q4 | $42.1K | Buy |
242
+135
| +126% | +$23.5K | 0.01% | 527 |
|
|
2022
Q3 | $17K | Buy |
107
+25
| +30% | +$3.97K | 0.01% | 571 |
|
|
2022
Q2 | $15K | Sell |
82
-300
| -79% | -$54.8K | 0.01% | 597 |
|
|
2022
Q1 | $82K | Buy |
+382
| New | +$82K | 0.02% | 394 |
|
|
2021
Q3 | $106K | Sell |
582
-70
| -11% | -$12.7K | 0.04% | 329 |
|
|
2021
Q2 | $136K | Buy |
+652
| New | +$136K | 0.05% | 282 |
|