NBW Capital’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 |
-1,324
| Closed | -$206K | – | 119 |
|
|
2023
Q3 | $206K | Buy |
1,324
+5
| +0.4% | +$779 | 0.05% | 107 |
|
|
2023
Q2 | $236K | Sell |
1,319
-34
| -3% | -$6.1K | 0.06% | 105 |
|
|
2023
Q1 | $262K | Buy |
1,353
+166
| +14% | +$32.2K | 0.06% | 88 |
|
|
2022
Q4 | $206K | Buy |
+1,187
| New | +$206K | 0.05% | 98 |
|