Loveless Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.02M | Buy |
5,585
+45
| +0.8% | +$8.21K | 0.67% | 51 |
|
|
2022
Q1 | $1.19M | Sell |
5,540
-170
| -3% | -$36.5K | 0.67% | 51 |
|
|
2021
Q4 | $1.22M | Buy |
5,710
+35
| +0.6% | +$7.5K | 0.67% | 52 |
|
|
2021
Q3 | $1.03M | Hold |
5,675
| – | – | 0.63% | 57 |
|
|
2021
Q2 | $1.18M | Sell |
5,675
-55
| -1% | -$11.4K | 0.72% | 52 |
|
|
2021
Q1 | $974K | Hold |
5,730
| – | – | 0.64% | 56 |
|
|
2020
Q4 | $965K | Sell |
5,730
-65
| -1% | -$10.9K | 0.71% | 52 |
|
|
2020
Q3 | $966K | Buy |
5,795
+240
| +4% | +$40K | 0.81% | 47 |
|
|
2020
Q2 | $618K | Hold |
5,555
| – | – | 0.58% | 57 |
|
|
2020
Q1 | $519K | Buy |
5,555
+160
| +3% | +$14.9K | 0.61% | 56 |
|
|
2019
Q4 | $630K | Buy |
+5,395
| New | +$630K | 0.54% | 61 |
|