Steward Financial Group’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
Q3 | $38K | Sell |
247
-128
| -34% | -$19.7K | 0.01% | 174 |
|
|
2023
Q2 | $67K | Buy |
+375
| New | +$67K | 0.02% | 120 |
|
|
2022
Q3 | – | Sell |
-281
| Closed | -$51K | – | 1251 |
|
|
2022
Q2 | $51K | Buy |
281
+131
| +87% | +$23.8K | 0.04% | 86 |
|
|
2022
Q1 | $32K | Hold |
150
| – | – | 0.03% | 120 |
|
|
2021
Q4 | $32K | Buy |
+150
| New | +$32K | 0.03% | 100 |
|