Surevest’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
Q3 | $3.51M | Buy |
21,751
+140
| +0.6% | +$22.6K | 0.96% | 39 |
|
|
2022
Q2 | $3.95M | Buy |
21,611
+740
| +4% | +$135K | 1.03% | 33 |
|
|
2022
Q1 | $4.48M | Sell |
20,871
-5,192
| -20% | -$1.11M | 1.08% | 23 |
|
|
2021
Q4 | $5.59M | Sell |
26,063
-466
| -2% | -$99.9K | 1.32% | 22 |
|
|
2021
Q3 | $4.83M | Buy |
26,529
+1,157
| +5% | +$211K | 1.22% | 28 |
|
|
2021
Q2 | $5.28M | Sell |
25,372
-2,834
| -10% | -$589K | 1.38% | 21 |
|
|
2021
Q1 | $4.8M | Buy |
28,206
+519
| +2% | +$88.2K | 1.45% | 21 |
|
|
2020
Q4 | $4.66M | Buy |
27,687
+345
| +1% | +$58.1K | 1.56% | 16 |
|
|
2020
Q3 | $4.56M | Sell |
27,342
-783
| -3% | -$130K | 1.79% | 12 |
|
|
2020
Q2 | $3.13M | Buy |
28,125
+2,115
| +8% | +$235K | 1.38% | 30 |
|
|
2020
Q1 | $2.43M | Buy |
+26,010
| New | +$2.43M | 1.32% | 31 |
|