Investment 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
Q4 | – | Sell |
-1,423
| Closed | -$222K | – | 136 |
|
|
2023
Q3 | $222K | Buy |
1,423
+11
| +0.8% | +$1.72K | 0.12% | 127 |
|
|
2023
Q2 | $253K | Sell |
1,412
-600
| -30% | -$108K | 0.13% | 119 |
|
|
2023
Q1 | $390K | Buy |
2,012
+10
| +0.5% | +$1.94K | 0.2% | 103 |
|
|
2022
Q4 | $348K | Sell |
2,002
-2,053
| -51% | -$357K | 0.18% | 108 |
|
|
2022
Q3 | $655K | Buy |
4,055
+2,070
| +104% | +$334K | 0.2% | 108 |
|
|
2022
Q2 | $362K | Buy |
1,985
+57
| +3% | +$10.4K | 0.18% | 106 |
|
|
2022
Q1 | $414K | Buy |
1,928
+7
| +0.4% | +$1.5K | 0.18% | 100 |
|
|
2021
Q4 | $412K | Buy |
1,921
+2
| +0.1% | +$429 | 0.17% | 106 |
|
|
2021
Q3 | $350K | Buy |
+1,919
| New | +$350K | 0.16% | 114 |
|
|
2016
Q4 | – | Sell |
-2,197
| Closed | -$240K | – | 173 |
|
|
2016
Q3 | $240K | Buy |
+2,197
| New | +$240K | 0.14% | 155 |
|