swisspartners’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 | $800K | Hold |
4,600
| – | – | 1.02% | 35 |
|
|
2022
Q3 | $743K | Hold |
4,600
| – | – | 0.77% | 36 |
|
|
2022
Q2 | $867K | Hold |
4,600
| – | – | 0.83% | 31 |
|
|
2022
Q1 | $986K | Buy |
+4,600
| New | +$986K | 0.78% | 35 |
|
|
2021
Q4 | – | Sell |
-4,600
| Closed | -$838K | – | 86 |
|
|
2021
Q3 | $838K | Sell |
4,600
-150
| -3% | -$27.3K | 0.65% | 37 |
|
|
2021
Q2 | $988K | Hold |
4,750
| – | – | 0.7% | 38 |
|
|
2021
Q1 | $809K | Hold |
4,750
| – | – | 0.66% | 39 |
|
|
2020
Q4 | $787K | Buy |
+4,750
| New | +$787K | 0.69% | 40 |
|