Matrix Private Capital Group’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
Q3 | – | Sell |
-2,105
| Closed | -$384K | – | 245 |
|
|
2022
Q2 | $384K | Buy |
2,105
+183
| +10% | +$33.4K | 0.22% | 92 |
|
|
2022
Q1 | $412K | Sell |
1,922
-274
| -12% | -$58.7K | 0.2% | 95 |
|
|
2021
Q4 | $471K | Buy |
2,196
+159
| +8% | +$34.1K | 0.22% | 92 |
|
|
2021
Q3 | $371K | Buy |
2,037
+52
| +3% | +$9.47K | 0.19% | 104 |
|
|
2021
Q2 | $413K | Sell |
1,985
-2
| -0.1% | -$416 | 0.23% | 102 |
|
|
2021
Q1 | $338K | Sell |
1,987
-240
| -11% | -$40.8K | 0.2% | 112 |
|
|
2020
Q4 | $375K | Buy |
+2,227
| New | +$375K | 0.27% | 89 |
|