NEIRG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,774
| Closed | -$318K | – | 112 |
|
|
2023
Q2 | $318K | Sell |
1,774
-101
| -5% | -$18.1K | 0.06% | 116 |
|
|
2023
Q1 | $364K | Buy |
+1,875
| New | +$364K | 0.06% | 118 |
|
|
2022
Q2 | – | Sell |
-16,962
| Closed | -$3.64M | – | 149 |
|
|
2022
Q1 | $3.64M | Sell |
16,962
-907
| -5% | -$195K | 0.71% | 41 |
|
|
2021
Q4 | $3.83M | Buy |
+17,869
| New | +$3.83M | 0.73% | 37 |
|