Nilsine Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-1,337
| Closed | -$210K | – | 353 |
|
2023
Q4 | $210K | Sell |
1,337
-7,571
| -85% | -$1.19M | 0.03% | 310 |
|
2023
Q3 | $1.39M | Sell |
8,908
-185
| -2% | -$28.8K | 0.21% | 116 |
|
2023
Q2 | $1.63M | Buy |
9,093
+137
| +2% | +$24.6K | 0.24% | 106 |
|
2023
Q1 | $1.74M | Buy |
+8,956
| New | +$1.74M | 0.27% | 95 |
|