SRN 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 |
-4,143
| Closed | -$646K | – | 113 |
|
|
2023
Q3 | $646K | Buy |
4,143
+80
| +2% | +$12.5K | 0.64% | 82 |
|
|
2023
Q2 | $728K | Sell |
4,063
-122
| -3% | -$21.9K | 0.65% | 80 |
|
|
2023
Q1 | $800K | Buy |
4,185
+1,015
| +32% | +$194K | 0.73% | 73 |
|
|
2022
Q4 | $551K | Buy |
+3,170
| New | +$551K | 0.55% | 84 |
|