Integrated Investment Consultants’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,020
| Closed | -$219K | – | 289 |
|
|
2022
Q1 | $219K | Sell |
1,020
-253
| -20% | -$54.3K | 0.06% | 267 |
|
|
2021
Q4 | $273K | Buy |
+1,273
| New | +$273K | 0.07% | 242 |
|
|
2018
Q2 | – | Sell |
-2,363
| Closed | -$247K | – | 663 |
|
|
2018
Q1 | $247K | Buy |
+2,363
| New | +$247K | 0.1% | 140 |
|
|
2017
Q3 | $107K | Buy |
894
+44
| +5% | +$5.27K | 0.05% | 283 |
|
|
2017
Q2 | $94K | Hold |
850
| – | – | 0.04% | 300 |
|
|
2017
Q1 | $91K | Hold |
850
| – | – | 0.04% | 305 |
|
|
2016
Q4 | $97K | Hold |
850
| – | – | 0.05% | 280 |
|
|
2016
Q3 | $92K | Hold |
850
| – | – | 0.05% | 286 |
|
|
2016
Q2 | $92K | Buy |
850
+519
| +157% | +$56.2K | 0.05% | 284 |
|
|
2016
Q1 | $35K | Buy |
+331
| New | +$35K | 0.02% | 394 |
|