Mitchell McLeod Pugh & Williams’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
Q1 | – | Sell |
-1,153
| Closed | -$247K | – | 241 |
|
|
2021
Q4 | $247K | Hold |
1,153
| – | – | 0.08% | 205 |
|
|
2021
Q3 | $210K | Sell |
1,153
-20
| -2% | -$3.64K | 0.08% | 215 |
|
|
2021
Q2 | $244K | Sell |
1,173
-22
| -2% | -$4.58K | 0.09% | 201 |
|
|
2021
Q1 | $203K | Sell |
1,195
-28
| -2% | -$4.76K | 0.08% | 209 |
|
|
2020
Q4 | $206K | Sell |
1,223
-12
| -1% | -$2.02K | 0.09% | 198 |
|
|
2020
Q3 | $206K | Buy |
+1,235
| New | +$206K | 0.11% | 187 |
|