KRS Capital 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
Q3 | – | Sell |
-1,174
| Closed | -$210K | – | 115 |
|
|
2023
Q2 | $210K | Sell |
1,174
-767
| -40% | -$137K | 0.21% | 109 |
|
|
2023
Q1 | $377K | Sell |
1,941
-750
| -28% | -$145K | 0.42% | 72 |
|
|
2022
Q4 | $468K | Sell |
2,691
-139
| -5% | -$24.2K | 0.64% | 47 |
|
|
2022
Q3 | $457K | Buy |
2,830
+191
| +7% | +$30.8K | 0.63% | 50 |
|
|
2022
Q2 | $481K | Buy |
2,639
+71
| +3% | +$12.9K | 0.68% | 45 |
|
|
2022
Q1 | $550K | Buy |
2,568
+373
| +17% | +$79.9K | 0.6% | 53 |
|
|
2021
Q4 | $470K | Buy |
+2,195
| New | +$470K | 0.4% | 65 |
|