Kenfarb & Co’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 | $125K | Hold |
800
| – | – | 0.11% | 118 |
|
|
2023
Q2 | $143K | Hold |
800
| – | – | 0.12% | 115 |
|
|
2023
Q1 | $155K | Sell |
800
-200
| -20% | -$38.8K | 0.14% | 107 |
|
|
2022
Q4 | $174K | Hold |
1,000
| – | – | 0.15% | 101 |
|
|
2022
Q3 | $162K | Hold |
1,000
| – | – | 0.15% | 101 |
|
|
2022
Q2 | $214K | Hold |
1,000
| – | – | 0.17% | 104 |
|
|
2022
Q1 | $214K | Hold |
1,000
| – | – | 0.17% | 104 |
|
|
2021
Q4 | $214K | Buy |
+1,000
| New | +$214K | 0.16% | 105 |
|