Kalos Management’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
Q2 | – | Sell |
-48
| Closed | -$9.31K | – | 361 |
|
|
2023
Q1 | $9.31K | Buy |
+48
| New | +$9.31K | 0.02% | 215 |
|
|
2020
Q4 | – | Sell |
-1,833
| Closed | -$306K | – | 262 |
|
|
2020
Q3 | $306K | Buy |
+1,833
| New | +$306K | 0.14% | 168 |
|
|
2016
Q1 | – | Hold |
0
| – | -$15K | – | 480 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 326 |
|