Sweet Financial Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,348
| Closed | -$1.31M | – | 199 |
|
|
2023
Q4 | $1.31M | Sell |
8,348
-1,759
| -17% | -$277K | 0.31% | 65 |
|
|
2023
Q3 | $1.58M | Buy |
10,107
+664
| +7% | +$103K | 0.42% | 53 |
|
|
2023
Q2 | $1.69M | Buy |
9,443
+3,299
| +54% | +$591K | 0.44% | 49 |
|
|
2023
Q1 | $1.19M | Buy |
6,144
+1,794
| +41% | +$348K | 0.33% | 57 |
|
|
2022
Q4 | $756K | Buy |
4,350
+727
| +20% | +$126K | 0.22% | 66 |
|
|
2022
Q3 | $585K | Buy |
+3,623
| New | +$585K | 0.19% | 77 |
|