Invictus Private Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,450
| Closed | -$216K | – | 91 |
|
|
2024
Q1 | $216K | Sell |
1,450
-61
| -4% | -$9.07K | 0.02% | 87 |
|
|
2023
Q4 | $238K | Sell |
1,511
-21
| -1% | -$3.3K | 0.02% | 88 |
|
|
2023
Q3 | $239K | Sell |
1,532
-5
| -0.3% | -$779 | 0.03% | 83 |
|
|
2023
Q2 | $276K | Sell |
1,537
-60
| -4% | -$10.8K | 0.03% | 82 |
|
|
2023
Q1 | $310K | Buy |
1,597
+60
| +4% | +$11.6K | 0.04% | 72 |
|
|
2022
Q4 | $267K | Buy |
+1,537
| New | +$267K | 0.03% | 75 |
|