KWB Wealth’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
Q4 | – | Sell |
-4,051
| Closed | -$726K | – | 143 |
|
|
2023
Q3 | $726K | Sell |
4,051
-259
| -6% | -$46.4K | 0.12% | 59 |
|
|
2023
Q2 | $773K | Buy |
4,310
+877
| +26% | +$157K | 0.12% | 57 |
|
|
2023
Q1 | $597K | Hold |
3,433
| – | – | 0.11% | 61 |
|
|
2022
Q4 | $597K | Buy |
3,433
+18
| +0.5% | +$3.13K | 0.11% | 60 |
|
|
2022
Q3 | $552K | Buy |
+3,415
| New | +$552K | 0.11% | 60 |
|