Resurgent Financial 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
Q1 | – | Sell |
-916
| Closed | -$144K | – | 453 |
|
|
2023
Q4 | $144K | Sell |
916
-204
| -18% | -$32.1K | 0.09% | 202 |
|
|
2023
Q3 | $175K | Sell |
1,120
-128
| -10% | -$20K | 0.12% | 160 |
|
|
2023
Q2 | $224K | Buy |
1,248
+18
| +1% | +$3.23K | 0.15% | 125 |
|
|
2023
Q1 | $239K | Sell |
1,230
-884
| -42% | -$171K | 0.16% | 126 |
|
|
2022
Q4 | $367K | Buy |
2,114
+771
| +57% | +$134K | 0.19% | 118 |
|
|
2022
Q3 | $217K | Buy |
1,343
+234
| +21% | +$37.8K | 0.15% | 172 |
|
|
2022
Q2 | $202K | Buy |
1,109
+8
| +0.7% | +$1.46K | 0.13% | 174 |
|
|
2022
Q1 | $236K | Buy |
+1,101
| New | +$236K | 0.15% | 152 |
|