Minot 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 | $605K | Buy |
3,313
+137
| +4% | +$25K | 0.16% | 105 |
|
|
2022
Q1 | $681K | Buy |
3,176
+88
| +3% | +$18.9K | 0.15% | 105 |
|
|
2021
Q4 | $662K | Sell |
3,088
-1
| -0% | -$214 | 0.13% | 112 |
|
|
2021
Q3 | $563K | Buy |
3,089
+1,273
| +70% | +$232K | 0.12% | 117 |
|
|
2021
Q2 | $384K | Buy |
1,816
+567
| +45% | +$120K | 0.08% | 138 |
|
|
2021
Q1 | $212K | Buy |
+1,249
| New | +$212K | 0.05% | 180 |
|