Silvia McColl Wealth Management’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
Q4 | – | Sell |
-1,536
| Closed | -$209K | – | 108 |
|
|
2024
Q3 | $209K | Hold |
1,536
| – | – | 0.16% | 106 |
|
|
2024
Q2 | $210K | Sell |
1,536
-133
| -8% | -$18.2K | 0.17% | 104 |
|
|
2024
Q1 | $246K | Buy |
1,669
+133
| +9% | +$19.6K | 0.21% | 90 |
|
|
2023
Q4 | $242K | Sell |
1,536
-130
| -8% | -$20.4K | 0.22% | 87 |
|
|
2023
Q3 | $260K | Hold |
1,666
| – | – | 0.26% | 81 |
|
|
2023
Q2 | $299K | Sell |
1,666
-35
| -2% | -$6.27K | 0.28% | 80 |
|
|
2023
Q1 | $330K | Hold |
1,701
| – | – | 0.33% | 74 |
|
|
2022
Q4 | $296K | Buy |
+1,701
| New | +$296K | 0.29% | 81 |
|