Surevest’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.51M | Buy |
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|
2022
Q2 | $3.94M | Buy |
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|
2022
Q1 | $4.48M | Sell |
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|
2021
Q4 | $5.59M | Sell |
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|
2021
Q3 | $4.83M | Buy |
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|
2021
Q2 | $5.28M | Sell |
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|
2021
Q1 | $4.79M | Buy |
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|
2020
Q4 | $4.66M | Buy |
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|
2020
Q3 | $4.56M | Sell |
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|
2020
Q2 | $3.13M | Buy |
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|
2020
Q1 | $2.43M | Buy |
|