Hixon Zuercher’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$213K | – | 61 |
|
|
2023
Q1 | $213K | Buy |
+1,100
| New | +$213K | 0.13% | 55 |
|
|
2022
Q3 | – | Sell |
-1,100
| Closed | -$201K | – | 58 |
|
|
2022
Q2 | $201K | Hold |
1,100
| – | – | 0.13% | 57 |
|
|
2022
Q1 | $236K | Hold |
1,100
| – | – | 0.13% | 58 |
|
|
2021
Q4 | $236K | Hold |
1,100
| – | – | 0.12% | 62 |
|
|
2021
Q3 | $200K | Buy |
+1,100
| New | +$200K | 0.12% | 59 |
|