Mezzasalma Advisors’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 |
-1,345
| Closed | -$210K | – | 96 |
|
|
2023
Q3 | $210K | Sell |
1,345
-68
| -5% | -$10.6K | 0.13% | 80 |
|
|
2023
Q2 | $253K | Buy |
1,413
+10
| +0.7% | +$1.79K | 0.15% | 78 |
|
|
2023
Q1 | $272K | Hold |
1,403
| – | – | 0.19% | 70 |
|
|
2022
Q4 | $244K | Buy |
+1,403
| New | +$244K | 0.21% | 72 |
|
|
2022
Q3 | – | Sell |
-1,233
| Closed | -$225K | – | 84 |
|
|
2022
Q2 | $225K | Buy |
1,233
+68
| +6% | +$12.4K | 0.19% | 71 |
|
|
2022
Q1 | $250K | Hold |
1,165
| – | – | 0.16% | 80 |
|
|
2021
Q4 | $250K | Hold |
1,165
| – | – | 0.13% | 83 |
|
|
2021
Q3 | $212K | Hold |
1,165
| – | – | 0.12% | 91 |
|
|
2021
Q2 | $242K | Buy |
+1,165
| New | +$242K | 0.13% | 89 |
|