Saxon Interests’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
Q4 | – | Sell |
-12,361
| Closed | -$1.93M | – | 214 |
|
|
2023
Q3 | $1.93M | Buy |
12,361
+10,932
| +765% | +$1.7M | 1.3% | 38 |
|
|
2023
Q2 | $256K | Buy |
1,429
+127
| +10% | +$22.8K | 0.14% | 142 |
|
|
2023
Q1 | $253K | Buy |
+1,302
| New | +$253K | 0.14% | 146 |
|
|
2022
Q4 | – | Sell |
-1,717
| Closed | -$288K | – | 171 |
|
|
2022
Q3 | $288K | Buy |
1,717
+180
| +12% | +$30.2K | 0.18% | 115 |
|
|
2022
Q2 | $281K | Buy |
1,537
+413
| +37% | +$75.5K | 0.17% | 121 |
|
|
2022
Q1 | $241K | Buy |
+1,124
| New | +$241K | 0.13% | 128 |
|