Spartan Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $62.3K | Buy |
396
+394
| +19,700% | +$61.9K | 0.07% | 126 |
|
|
2023
Q3 | $312 | Buy |
+2
| New | +$312 | ﹤0.01% | 134 |
|
|
2022
Q4 | $174 | Buy |
+1
| New | +$174 | ﹤0.01% | 156 |
|
|
2022
Q3 | – | Sell |
-1
| Closed | – | – | 118 |
|
|
2022
Q2 | $0 | Sell |
1
-350
| -100% | – | ﹤0.01% | 154 |
|
|
2022
Q1 | $75K | Buy |
+351
| New | +$75K | 0.09% | 77 |
|