Lloyd Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,652
| Closed | -$725K | – | 327 |
|
|
2023
Q3 | $725K | Buy |
+4,652
| New | +$725K | 0.24% | 99 |
|
|
2022
Q2 | – | Sell |
-7
| Closed | -$2K | – | 550 |
|
|
2022
Q1 | $2K | Hold |
7
| – | – | ﹤0.01% | 544 |
|
|
2021
Q4 | $2K | Hold |
7
| – | – | ﹤0.01% | 383 |
|
|
2021
Q3 | $1K | Sell |
7
-17
| -71% | -$2.43K | ﹤0.01% | 378 |
|
|
2021
Q2 | $5K | Sell |
24
-2
| -8% | -$417 | ﹤0.01% | 325 |
|
|
2021
Q1 | $4K | Hold |
26
| – | – | ﹤0.01% | 315 |
|
|
2020
Q4 | $4K | Sell |
26
-1,031
| -98% | -$159K | ﹤0.01% | 285 |
|
|
2020
Q3 | $176K | Sell |
1,057
-1,154
| -52% | -$192K | 0.11% | 52 |
|
|
2020
Q2 | $246K | Buy |
2,211
+610
| +38% | +$67.9K | 0.15% | 46 |
|
|
2020
Q1 | $150K | Buy |
1,601
+149
| +10% | +$14K | 0.11% | 61 |
|
|
2019
Q4 | $170K | Buy |
+1,452
| New | +$170K | 0.15% | 74 |
|