Parisi Gray Wealth Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-979
| Closed | -$210K | – | 118 |
|
|
2022
Q1 | $210K | Hold |
979
| – | – | 0.09% | 113 |
|
|
2021
Q4 | $210K | Buy |
+979
| New | +$210K | 0.08% | 121 |
|
|
2021
Q3 | – | Sell |
-979
| Closed | -$204K | – | 526 |
|
|
2021
Q2 | $204K | Buy |
+979
| New | +$204K | 0.07% | 122 |
|
|
2019
Q2 | – | Sell |
-1,061
| Closed | -$119K | – | 436 |
|
|
2019
Q1 | $119K | Sell |
1,061
-134
| -11% | -$15K | 0.08% | 124 |
|
|
2018
Q4 | $115K | Hold |
1,195
| – | – | 0.08% | 120 |
|
|
2018
Q3 | $139K | Hold |
1,195
| – | – | 0.09% | 123 |
|
|
2018
Q2 | $127K | Hold |
1,195
| – | – | 0.08% | 127 |
|
|
2018
Q1 | $126K | Hold |
1,195
| – | – | 0.1% | 121 |
|
|
2017
Q4 | $148K | Buy |
+1,195
| New | +$148K | 0.11% | 110 |
|