NDSI
Newman Dignan & Sheerar Inc’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,536
| Closed | -$241K | – | 187 |
|
|
2023
Q4 | $241K | Sell |
1,536
-1,296
| -46% | -$204K | 0.07% | 150 |
|
|
2023
Q3 | $441K | Sell |
2,832
-254
| -8% | -$39.6K | 0.14% | 112 |
|
|
2023
Q2 | $553K | Sell |
3,086
-16
| -0.5% | -$2.87K | 0.17% | 109 |
|
|
2023
Q1 | $602K | Sell |
3,102
-83
| -3% | -$16.1K | 0.19% | 104 |
|
|
2022
Q4 | $554K | Buy |
3,185
+39
| +1% | +$6.78K | 0.18% | 105 |
|
|
2022
Q3 | $508 | Buy |
3,146
+73
| +2% | +$12 | 0.08% | 108 |
|
|
2022
Q2 | $561K | Buy |
3,073
+1
| +0% | +$183 | 0.19% | 105 |
|
|
2022
Q1 | $659 | Hold |
3,072
| – | – | 0.13% | 101 |
|
|
2021
Q4 | $658K | Buy |
3,072
+175
| +6% | +$37.5K | 0.2% | 100 |
|
|
2021
Q3 | $527K | Buy |
2,897
+451
| +18% | +$82K | 0.15% | 106 |
|
|
2021
Q2 | $509K | Buy |
2,446
+717
| +41% | +$149K | 0.17% | 108 |
|
|
2021
Q1 | $294K | Buy |
+1,729
| New | +$294K | 0.11% | 144 |
|