Paragon Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,831
| Closed | -$753K | – | 83 |
|
|
2023
Q3 | $753K | Hold |
4,831
| – | – | 0.78% | 23 |
|
|
2023
Q2 | $866K | Hold |
4,831
| – | – | 0.82% | 22 |
|
|
2023
Q1 | $937K | Sell |
4,831
-504
| -9% | -$97.8K | 0.98% | 18 |
|
|
2022
Q4 | $927K | Buy |
5,335
+4
| +0.1% | +$695 | 1.03% | 20 |
|
|
2022
Q3 | $861K | Buy |
5,331
+4
| +0.1% | +$646 | 0.97% | 20 |
|
|
2022
Q2 | $972K | Buy |
5,327
+4
| +0.1% | +$730 | 1% | 19 |
|
|
2022
Q1 | $1.14M | Buy |
5,323
+4
| +0.1% | +$857 | 0.99% | 19 |
|
|
2021
Q4 | $1.14M | Buy |
+5,319
| New | +$1.14M | 0.94% | 20 |
|