Summit Financial Strategies’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,529
| Closed | -$247K | – | 128 |
|
|
2022
Q3 | $247K | Buy |
+1,529
| New | +$247K | 0.06% | 102 |
|
|
2022
Q2 | – | Sell |
-1,043
| Closed | -$224K | – | 130 |
|
|
2022
Q1 | $224K | Hold |
1,043
| – | – | 0.05% | 106 |
|
|
2021
Q4 | $224K | Sell |
1,043
-295
| -22% | -$63.4K | 0.04% | 113 |
|
|
2021
Q3 | $244K | Hold |
1,338
| – | – | 0.05% | 102 |
|
|
2021
Q2 | $278K | Buy |
+1,338
| New | +$278K | 0.06% | 96 |
|