Perfromance Wealth 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 |
-1,392
| Closed | -$219K | – | 183 |
|
|
2023
Q4 | $219K | Buy |
1,392
+12
| +0.9% | +$1.89K | 0.01% | 150 |
|
|
2023
Q3 | $215K | Hold |
1,380
| – | – | 0.01% | 157 |
|
|
2023
Q2 | $248K | Sell |
1,380
-90
| -6% | -$16.2K | 0.01% | 158 |
|
|
2023
Q1 | $285K | Sell |
1,470
-51
| -3% | -$9.89K | 0.01% | 144 |
|
|
2022
Q4 | $264K | Sell |
1,521
-370
| -20% | -$64.3K | 0.02% | 135 |
|
|
2022
Q3 | $305K | Sell |
1,891
-299
| -14% | -$48.2K | 0.02% | 122 |
|
|
2022
Q2 | $400K | Buy |
2,190
+299
| +16% | +$54.6K | 0.02% | 111 |
|
|
2022
Q1 | $406K | Hold |
1,891
| – | – | 0.02% | 119 |
|
|
2021
Q4 | $405K | Buy |
+1,891
| New | +$405K | 0.02% | 127 |
|