PA
PFG Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,769
| Closed | -$242K | – | 723 |
|
|
2024
Q2 | $242K | Buy |
+1,769
| New | +$242K | 0.02% | 609 |
|
|
2024
Q1 | – | Sell |
-1,499
| Closed | -$236K | – | 670 |
|
|
2023
Q4 | $236K | Sell |
1,499
-195
| -12% | -$30.7K | 0.02% | 551 |
|
|
2023
Q3 | $264K | Sell |
1,694
-12,948
| -88% | -$2.02M | 0.02% | 492 |
|
|
2023
Q2 | $2.62M | Sell |
14,642
-671
| -4% | -$120K | 0.2% | 131 |
|
|
2023
Q1 | $2.97M | Sell |
15,313
-1,429
| -9% | -$277K | 0.25% | 109 |
|
|
2022
Q4 | $2.91M | Buy |
16,742
+20
| +0.1% | +$3.48K | 0.29% | 86 |
|
|
2022
Q3 | $2.7M | Sell |
16,722
-386
| -2% | -$62.3K | 0.31% | 79 |
|
|
2022
Q2 | $3.12M | Sell |
17,108
-135
| -0.8% | -$24.6K | 0.35% | 56 |
|
|
2022
Q1 | $3.7M | Buy |
17,243
+513
| +3% | +$110K | 0.37% | 53 |
|
|
2021
Q4 | $3.59M | Buy |
16,730
+105
| +0.6% | +$22.5K | 0.35% | 63 |
|
|
2021
Q3 | $3.03M | Buy |
16,625
+162
| +1% | +$29.5K | 0.33% | 71 |
|
|
2021
Q2 | $3.42M | Sell |
16,463
-541
| -3% | -$113K | 0.39% | 57 |
|
|
2021
Q1 | $2.89M | Buy |
+17,004
| New | +$2.89M | 0.37% | 67 |
|