Paladin Advisory Group’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 |
-747
| Closed | -$117K | – | 256 |
|
|
2023
Q3 | $117K | Buy |
747
+7
| +0.9% | +$1.09K | 0.1% | 112 |
|
|
2023
Q2 | $133K | Buy |
740
+7
| +1% | +$1.26K | 0.11% | 110 |
|
|
2023
Q1 | $142K | Buy |
+733
| New | +$142K | 0.12% | 108 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 227 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 231 |
|
|
2022
Q2 | – | Sell |
-709
| Closed | -$146K | – | 231 |
|
|
2022
Q1 | $146K | Buy |
+709
| New | +$146K | 0.12% | 109 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 227 |
|