KCS Wealth Advisory’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
Q3 | – | Sell |
-1,158
| Closed | -$208K | – | 151 |
|
|
2023
Q2 | $208K | Sell |
1,158
-661
| -36% | -$118K | 0.07% | 147 |
|
|
2023
Q1 | $353K | Sell |
1,819
-1,011
| -36% | -$196K | 0.13% | 113 |
|
|
2022
Q4 | $492K | Buy |
2,830
+1,565
| +124% | +$272K | 0.2% | 101 |
|
|
2022
Q3 | $204K | Sell |
1,265
-30
| -2% | -$4.84K | 0.09% | 139 |
|
|
2022
Q2 | $236K | Hold |
1,295
| – | – | 0.11% | 138 |
|
|
2022
Q1 | $278K | Buy |
1,295
+23
| +2% | +$4.94K | 0.13% | 135 |
|
|
2021
Q4 | $273K | Buy |
+1,272
| New | +$273K | 0.11% | 144 |
|
|
2021
Q3 | – | Sell |
-1,034
| Closed | -$215K | – | 153 |
|
|
2021
Q2 | $215K | Buy |
+1,034
| New | +$215K | 0.1% | 145 |
|
|
2019
Q4 | – | Sell |
-1,332
| Closed | -$160K | – | 385 |
|
|
2019
Q3 | $160K | Buy |
+1,332
| New | +$160K | 0.11% | 161 |
|