SFO
Standard Family Office’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,434
| Closed | -$232K | – | 429 |
|
|
2022
Q3 | $232K | Buy |
+1,434
| New | +$232K | 0.1% | 31 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$73K | – | 246 |
|
|
2021
Q3 | $73K | Sell |
400
-7,865
| -95% | -$1.44M | 0.02% | 39 |
|
|
2021
Q2 | $1.72M | Buy |
8,265
+408
| +5% | +$84.9K | 0.36% | 18 |
|
|
2021
Q1 | $1.34M | Sell |
7,857
-406
| -5% | -$69K | 0.32% | 22 |
|
|
2020
Q4 | $1.39M | Buy |
+8,263
| New | +$1.39M | 0.33% | 20 |
|