Schubert & Co’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
Q2 | – | Sell |
-409
| Closed | -$79.3K | – | 1445 |
|
|
2023
Q1 | $79.3K | Buy |
409
+18
| +5% | +$3.49K | 0.07% | 57 |
|
|
2022
Q4 | $68K | Buy |
391
+2
| +0.5% | +$348 | 0.06% | 56 |
|
|
2022
Q3 | $63K | Sell |
389
-20
| -5% | -$3.24K | 0.06% | 62 |
|
|
2022
Q2 | $75K | Buy |
409
+63
| +18% | +$11.6K | 0.07% | 55 |
|
|
2022
Q1 | $74K | Buy |
346
+25
| +8% | +$5.35K | 0.08% | 44 |
|
|
2021
Q4 | $69K | Buy |
+321
| New | +$69K | 0.07% | 46 |
|