IA
Insight Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,804
| Closed | -$316K | – | 325 |
|
|
2022
Q4 | $316K | Buy |
1,804
+434
| +32% | +$76K | 0.11% | 233 |
|
|
2022
Q3 | $221K | Sell |
1,370
-20
| -1% | -$3.23K | 0.09% | 254 |
|
|
2022
Q2 | $270K | Sell |
1,390
-47
| -3% | -$9.13K | 0.09% | 241 |
|
|
2022
Q1 | $308K | Sell |
1,437
-20
| -1% | -$4.29K | 0.09% | 248 |
|
|
2021
Q4 | $312K | Buy |
1,457
+107
| +8% | +$22.9K | 0.09% | 247 |
|
|
2021
Q3 | $284K | Buy |
1,350
+32
| +2% | +$6.73K | 0.08% | 252 |
|
|
2021
Q2 | $253K | Sell |
1,318
-645
| -33% | -$124K | 0.08% | 269 |
|
|
2021
Q1 | $406K | Buy |
+1,963
| New | +$406K | 0.13% | 206 |
|