Resource Planning Group’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
Q1 | – | Sell |
-1,291
| Closed | -$224K | – | 67 |
|
|
2022
Q4 | $224K | Buy |
1,291
+2
| +0.2% | +$348 | 0.18% | 59 |
|
|
2022
Q3 | $208K | Buy |
+1,289
| New | +$208K | 0.18% | 61 |
|
|
2022
Q2 | – | Sell |
-973
| Closed | -$209K | – | 70 |
|
|
2022
Q1 | $209K | Buy |
973
+2
| +0.2% | +$430 | 0.15% | 66 |
|
|
2021
Q4 | $208K | Sell |
971
-196
| -17% | -$42K | 0.14% | 66 |
|
|
2021
Q3 | $212K | Sell |
1,167
-48
| -4% | -$8.72K | 0.13% | 81 |
|
|
2021
Q2 | $253K | Buy |
+1,215
| New | +$253K | 0.15% | 69 |
|