Pinnacle Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,714
| Closed | -$368K | – | 119 |
|
|
2022
Q1 | $368K | Buy |
1,714
+7
| +0.4% | +$1.5K | 0.2% | 82 |
|
|
2021
Q4 | $366K | Sell |
1,707
-11
| -0.6% | -$2.36K | 0.17% | 76 |
|
|
2021
Q3 | $313K | Hold |
1,718
| – | – | 0.14% | 98 |
|
|
2021
Q2 | $357K | Buy |
1,718
+16
| +0.9% | +$3.33K | 0.16% | 89 |
|
|
2021
Q1 | $289K | Sell |
1,702
-418
| -20% | -$71K | 0.15% | 94 |
|
|
2020
Q4 | $357K | Buy |
2,120
+226
| +12% | +$38.1K | 0.22% | 80 |
|
|
2020
Q3 | $316K | Buy |
1,894
+7
| +0.4% | +$1.17K | 0.21% | 49 |
|
|
2020
Q2 | $210K | Sell |
1,887
-4,271
| -69% | -$475K | 0.18% | 72 |
|
|
2020
Q1 | $602K | Buy |
+6,158
| New | +$602K | 0.72% | 31 |
|