Nadler Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,276
| Closed | -$229K | – | 116 |
|
|
2023
Q2 | $229K | Buy |
1,276
+50
| +4% | +$8.96K | 0.03% | 101 |
|
|
2023
Q1 | $238K | Hold |
1,226
| – | – | 0.04% | 98 |
|
|
2022
Q4 | $213K | Buy |
+1,226
| New | +$213K | 0.04% | 103 |
|
|
2022
Q3 | – | Sell |
-1,226
| Closed | -$224K | – | 111 |
|
|
2022
Q2 | $224K | Sell |
1,226
-21
| -2% | -$3.84K | 0.04% | 96 |
|
|
2022
Q1 | $267K | Sell |
1,247
-42
| -3% | -$8.99K | 0.04% | 93 |
|
|
2021
Q4 | $276K | Hold |
1,289
| – | – | 0.04% | 101 |
|
|
2021
Q3 | $235K | Sell |
1,289
-267
| -17% | -$48.7K | 0.04% | 109 |
|
|
2021
Q2 | $324K | Hold |
1,556
| – | – | 0.05% | 86 |
|
|
2021
Q1 | $265K | Buy |
1,556
+30
| +2% | +$5.11K | 0.05% | 98 |
|
|
2020
Q4 | $257K | Buy |
+1,526
| New | +$257K | 0.05% | 91 |
|