Independent Wealth Network’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
Q3 | – | Sell |
-1,132
| Closed | -$203K | – | 212 |
|
|
2023
Q2 | $203K | Buy |
1,132
+4
| +0.4% | +$717 | 0.12% | 191 |
|
|
2023
Q1 | $219K | Buy |
+1,128
| New | +$219K | 0.14% | 173 |
|
|
2022
Q3 | – | Sell |
-1,165
| Closed | -$213K | – | 196 |
|
|
2022
Q2 | $213K | Buy |
1,165
+19
| +2% | +$3.47K | 0.15% | 164 |
|
|
2022
Q1 | $246K | Buy |
+1,146
| New | +$246K | 0.16% | 160 |
|