Seneca House 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,007
| Closed | -$389K | – | 83 |
|
|
2023
Q1 | $389K | Sell |
2,007
-79
| -4% | -$15.3K | 0.2% | 64 |
|
|
2022
Q4 | $363K | Sell |
2,086
-119
| -5% | -$20.7K | 0.2% | 66 |
|
|
2022
Q3 | $356K | Buy |
2,205
+36
| +2% | +$5.81K | 0.26% | 64 |
|
|
2022
Q2 | $396K | Buy |
2,169
+246
| +13% | +$44.9K | 0.26% | 65 |
|
|
2022
Q1 | $413K | Buy |
1,923
+75
| +4% | +$16.1K | 0.22% | 65 |
|
|
2021
Q4 | $396K | Buy |
1,848
+386
| +26% | +$82.7K | 0.21% | 68 |
|
|
2021
Q3 | $266K | Buy |
+1,462
| New | +$266K | 0.16% | 75 |
|