Tacita Capital’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
Q2 | – | Sell |
-365
| Closed | -$54.3K | – | 219 |
|
|
2024
Q1 | $54.3K | Hold |
365
| – | – | 0.04% | 148 |
|
|
2023
Q4 | $57.4K | Sell |
365
-200
| -35% | -$31.4K | 0.04% | 134 |
|
|
2023
Q3 | $88.1K | Buy |
565
+130
| +30% | +$20.3K | 0.07% | 107 |
|
|
2023
Q2 | $78K | Sell |
435
-70
| -14% | -$12.6K | 0.06% | 107 |
|
|
2023
Q1 | $98K | Hold |
505
| – | – | 0.07% | 95 |
|
|
2022
Q4 | $88K | Hold |
505
| – | – | 0.07% | 97 |
|
|
2022
Q3 | $82K | Hold |
505
| – | – | 0.06% | 95 |
|
|
2022
Q2 | $92K | Hold |
505
| – | – | 0.06% | 103 |
|
|
2022
Q1 | $108K | Buy |
505
+85
| +20% | +$18.2K | 0.06% | 101 |
|
|
2021
Q4 | $90K | Sell |
420
-15
| -3% | -$3.21K | 0.05% | 108 |
|
|
2021
Q3 | $79K | Sell |
435
-70
| -14% | -$12.7K | 0.05% | 109 |
|
|
2021
Q2 | $105K | Hold |
505
| – | – | 0.06% | 105 |
|
|
2021
Q1 | $86K | Hold |
505
| – | – | 0.06% | 121 |
|
|
2020
Q4 | $85K | Buy |
+505
| New | +$85K | 0.06% | 115 |
|