Highland Private Wealth Management’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 | – | Sell |
-3,119
| Closed | -$504K | – | 156 |
|
|
2022
Q3 | $504K | Sell |
3,119
-373
| -11% | -$60.3K | 0.08% | 88 |
|
|
2022
Q2 | $637K | Buy |
3,492
+511
| +17% | +$93.2K | 0.1% | 75 |
|
|
2022
Q1 | $640K | Buy |
2,981
+217
| +8% | +$46.6K | 0.09% | 80 |
|
|
2021
Q4 | $593K | Buy |
2,764
+296
| +12% | +$63.5K | 0.08% | 86 |
|
|
2021
Q3 | $450K | Sell |
2,468
-222
| -8% | -$40.5K | 0.06% | 97 |
|
|
2021
Q2 | $559K | Buy |
2,690
+201
| +8% | +$41.8K | 0.08% | 84 |
|
|
2021
Q1 | $424K | Sell |
2,489
-13
| -0.5% | -$2.22K | 0.07% | 96 |
|
|
2020
Q4 | $422K | Sell |
2,502
-75
| -3% | -$12.7K | 0.07% | 90 |
|
|
2020
Q3 | $429K | Buy |
2,577
+150
| +6% | +$25K | 0.08% | 80 |
|
|
2020
Q2 | $270K | Buy |
+2,427
| New | +$270K | 0.06% | 103 |
|