RCIM
Red Cedar Investment Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,833
| Closed | -$1.38M | – | 79 |
|
|
2023
Q3 | $1.38M | Buy |
8,833
+78
| +0.9% | +$12.2K | 0.21% | 51 |
|
|
2023
Q2 | $1.57M | Hold |
8,755
| – | – | 0.24% | 50 |
|
|
2023
Q1 | $1.7M | Buy |
8,755
+6,067
| +226% | +$1.18M | 0.26% | 52 |
|
|
2022
Q4 | $467K | Buy |
2,688
+261
| +11% | +$45.4K | 0.07% | 78 |
|
|
2022
Q3 | $392K | Hold |
2,427
| – | – | 0.07% | 78 |
|
|
2022
Q2 | $443K | Hold |
2,427
| – | – | 0.07% | 77 |
|
|
2022
Q1 | $520K | Buy |
+2,427
| New | +$520K | 0.07% | 81 |
|