Souders Financial 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
Q4 | – | Sell |
-6,744
| Closed | -$1.05M | – | 159 |
|
|
2023
Q3 | $1.05M | Buy |
6,744
+670
| +11% | +$104K | 0.2% | 81 |
|
|
2023
Q2 | $1.09M | Buy |
6,074
+1,635
| +37% | +$293K | 0.21% | 80 |
|
|
2023
Q1 | $861K | Buy |
+4,439
| New | +$861K | 0.18% | 89 |
|
|
2022
Q4 | – | Sell |
-6,593
| Closed | -$1.07M | – | 153 |
|
|
2022
Q3 | $1.07M | Buy |
6,593
+906
| +16% | +$146K | 0.29% | 77 |
|
|
2022
Q2 | $1.04M | Buy |
5,687
+2,265
| +66% | +$413K | 0.3% | 70 |
|
|
2022
Q1 | $734K | Buy |
+3,422
| New | +$734K | 0.21% | 91 |
|