NCM
Northside Capital Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,242
| Closed | -$223K | – | 118 |
|
|
2023
Q2 | $223K | Hold |
1,242
| – | – | 0.08% | 91 |
|
|
2023
Q1 | $241K | Sell |
1,242
-375
| -23% | -$72.7K | 0.06% | 85 |
|
|
2022
Q4 | $281K | Buy |
+1,617
| New | +$281K | 0.08% | 72 |
|
|
2022
Q3 | – | Sell |
-1,100
| Closed | -$201K | – | 92 |
|
|
2022
Q2 | $201K | Hold |
1,100
| – | – | 0.06% | 87 |
|
|
2022
Q1 | $236K | Hold |
1,100
| – | – | 0.06% | 80 |
|
|
2021
Q4 | $236K | Hold |
1,100
| – | – | 0.06% | 75 |
|
|
2021
Q3 | $200K | Hold |
1,100
| – | – | 0.05% | 92 |
|
|
2021
Q2 | $229K | Buy |
+1,100
| New | +$229K | 0.06% | 86 |
|