Roosevelt Investment Group’s United Parcel Service UPS Stock Holding History

Roosevelt Investment Group’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$406K	Sell
2022 Q2	$497K	Buy
2022 Q1	$537K	Hold
2021 Q4	$536K	Buy
2015 Q2	–	Sell
2015 Q1	$5.52M	Buy
2014 Q1	–	Sell
2013 Q4	$1.37M	Sell
2013 Q3	$1.21M	Buy
2013 Q2	$1.12M	Buy