Providence Wealth 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
Q2 | – | Sell |
-2,318
| Closed | -$346K | – | 82 |
|
|
2024
Q1 | $346K | Buy |
+2,318
| New | +$346K | 0.3% | 60 |
|
|
2023
Q4 | – | Sell |
-1,318
| Closed | -$204K | – | 80 |
|
|
2023
Q3 | $204K | Sell |
1,318
-71
| -5% | -$11K | 0.23% | 65 |
|
|
2023
Q2 | $250K | Hold |
1,389
| – | – | 0.28% | 64 |
|
|
2023
Q1 | $275K | Hold |
1,389
| – | – | 0.2% | 84 |
|
|
2022
Q4 | $241K | Hold |
1,389
| – | – | 0.18% | 85 |
|
|
2022
Q3 | $234K | Hold |
1,389
| – | – | 0.17% | 88 |
|
|
2022
Q2 | $255K | Buy |
1,389
+330
| +31% | +$60.6K | 0.18% | 87 |
|
|
2022
Q1 | $219K | Hold |
1,059
| – | – | 0.14% | 95 |
|
|
2021
Q4 | $229K | Buy |
+1,059
| New | +$229K | 0.14% | 94 |
|