Pin Oak Investment Advisors’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
Q3 | – | Sell |
-10
| Closed | -$1K | – | 501 |
|
|
2024
Q2 | $1K | Sell |
10
-100
| -91% | -$10K | ﹤0.01% | 456 |
|
|
2024
Q1 | $16K | Hold |
110
| – | – | 0.02% | 290 |
|
|
2023
Q4 | $17K | Hold |
110
| – | – | 0.02% | 282 |
|
|
2023
Q3 | $17K | Hold |
110
| – | – | 0.02% | 275 |
|
|
2023
Q2 | $20K | Hold |
110
| – | – | 0.02% | 251 |
|
|
2023
Q1 | $21K | Hold |
110
| – | – | 0.03% | 235 |
|
|
2022
Q4 | $19K | Buy |
+110
| New | +$19K | 0.02% | 234 |
|
|
2018
Q4 | – | Sell |
-107
| Closed | -$12K | – | 451 |
|
|
2018
Q3 | $12K | Buy |
107
+25
| +30% | +$2.8K | 0.01% | 308 |
|
|
2018
Q2 | $9K | Buy |
82
+1
| +1% | +$110 | 0.01% | 330 |
|
|
2018
Q1 | $8K | Buy |
81
+17
| +27% | +$1.68K | 0.01% | 346 |
|
|
2017
Q4 | $8K | Buy |
+64
| New | +$8K | 0.01% | 354 |
|