Sovarnum Capital’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,000
| Closed | -$2.91M | – | 54 |
|
|
2021
Q3 | $2.91M | Sell |
16,000
-500
| -3% | -$91.1K | 2.75% | 8 |
|
|
2021
Q2 | $3.43M | Buy |
16,500
+8,500
| +106% | +$1.77M | 2.16% | 13 |
|
|
2021
Q1 | $1.36M | Buy |
8,000
+3,500
| +78% | +$595K | 1.03% | 37 |
|
|
2020
Q4 | $758K | Buy |
+4,500
| New | +$758K | 0.53% | 57 |
|