Keystone Wealth Services’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
Q1 | – | Sell |
-1,276
| Closed | -$201K | – | 227 |
|
|
2023
Q4 | $201K | Buy |
+1,276
| New | +$201K | 0.07% | 210 |
|
|
2023
Q3 | – | Sell |
-1,261
| Closed | -$226K | – | 215 |
|
|
2023
Q2 | $226K | Buy |
1,261
+7
| +0.6% | +$1.25K | 0.08% | 188 |
|
|
2023
Q1 | $243K | Buy |
1,254
+10
| +0.8% | +$1.94K | 0.1% | 172 |
|
|
2022
Q4 | $216K | Buy |
1,244
+6
| +0.5% | +$1.04K | 0.09% | 174 |
|
|
2022
Q3 | $200K | Buy |
1,238
+30
| +2% | +$4.85K | 0.09% | 160 |
|
|
2022
Q2 | $220K | Sell |
1,208
-69
| -5% | -$12.6K | 0.1% | 154 |
|
|
2022
Q1 | $274K | Buy |
1,277
+5
| +0.4% | +$1.07K | 0.11% | 145 |
|
|
2021
Q4 | $273K | Buy |
+1,272
| New | +$273K | 0.11% | 140 |
|