Planning Center Inc’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,178
| Closed | -$225K | – | 77 |
|
|
2023
Q1 | $225K | Sell |
1,178
-30
| -2% | -$5.73K | 0.06% | 58 |
|
|
2022
Q4 | $210K | Sell |
1,208
-56
| -4% | -$9.74K | 0.06% | 67 |
|
|
2022
Q3 | $201K | Sell |
1,264
-68
| -5% | -$10.8K | 0.16% | 44 |
|
|
2022
Q2 | $247K | Buy |
1,332
+50
| +4% | +$9.27K | 0.19% | 40 |
|
|
2022
Q1 | $275K | Sell |
1,282
-35
| -3% | -$7.51K | 0.79% | 33 |
|
|
2021
Q4 | $306K | Buy |
+1,317
| New | +$306K | 0.24% | 36 |
|