Lifestyle Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,284
| Closed | -$202K | – | 119 |
|
|
2023
Q4 | $202K | Sell |
1,284
-113
| -8% | -$17.8K | 0.11% | 93 |
|
|
2023
Q3 | $218K | Buy |
1,397
+117
| +9% | +$18.2K | 0.13% | 72 |
|
|
2023
Q2 | $229K | Buy |
1,280
+78
| +6% | +$14K | 0.14% | 70 |
|
|
2023
Q1 | $233K | Buy |
1,202
+46
| +4% | +$8.92K | 0.16% | 59 |
|
|
2022
Q4 | $201K | Buy |
+1,156
| New | +$201K | 0.16% | 70 |
|