Kades & Cheifetz’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
Q3 | – | Sell |
-2,606
| Closed | -$357K | – | 97 |
|
|
2024
Q2 | $357K | Buy |
2,606
+48
| +2% | +$6.57K | 0.22% | 70 |
|
|
2024
Q1 | $380K | Sell |
2,558
-10
| -0.4% | -$1.49K | 0.24% | 61 |
|
|
2023
Q4 | $404K | Sell |
2,568
-101
| -4% | -$15.9K | 0.29% | 58 |
|
|
2023
Q3 | $416K | Buy |
2,669
+89
| +3% | +$13.9K | 0.33% | 54 |
|
|
2023
Q2 | $462K | Buy |
2,580
+26
| +1% | +$4.66K | 0.35% | 55 |
|
|
2023
Q1 | $496K | Buy |
2,554
+59
| +2% | +$11.4K | 0.39% | 51 |
|
|
2022
Q4 | $434K | Buy |
+2,495
| New | +$434K | 0.36% | 54 |
|