Impact Partnership Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,163
| Closed | -$980K | – | 287 |
|
|
2024
Q2 | $980K | Buy |
7,163
+1,179
| +20% | +$161K | 0.26% | 47 |
|
|
2024
Q1 | $889K | Buy |
5,984
+4,543
| +315% | +$675K | 0.35% | 35 |
|
|
2023
Q4 | $227K | Sell |
1,441
-3,931
| -73% | -$618K | 0.08% | 161 |
|
|
2023
Q3 | $837K | Buy |
5,372
+3,157
| +143% | +$492K | 0.26% | 43 |
|
|
2023
Q2 | $397K | Buy |
+2,215
| New | +$397K | 0.14% | 93 |
|