Indie Asset Partners’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 |
-1,038
| Closed | -$201K | – | 88 |
|
|
2023
Q1 | $201K | Sell |
1,038
-199
| -16% | -$38.6K | 0.24% | 79 |
|
|
2022
Q4 | $215K | Buy |
+1,237
| New | +$215K | 0.24% | 77 |
|
|
2022
Q3 | – | Sell |
-1,372
| Closed | -$250K | – | 109 |
|
|
2022
Q2 | $250K | Hold |
1,372
| – | – | 0.22% | 80 |
|
|
2022
Q1 | $294K | Buy |
1,372
+56
| +4% | +$12K | 0.22% | 87 |
|
|
2021
Q4 | $282K | Buy |
+1,316
| New | +$282K | 0.2% | 98 |
|
|
2020
Q4 | – | Sell |
-1,391
| Closed | -$232K | – | 115 |
|
|
2020
Q3 | $232K | Sell |
1,391
-522
| -27% | -$87.1K | 0.29% | 83 |
|
|
2020
Q2 | $305K | Sell |
1,913
-1,250
| -40% | -$199K | 0.38% | 64 |
|
|
2020
Q1 | $295K | Buy |
3,163
+1,395
| +79% | +$130K | 0.37% | 56 |
|
|
2019
Q4 | $207K | Buy |
+1,768
| New | +$207K | 0.22% | 83 |
|