TCWP’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,304
| Closed | -$447K | – | 249 |
|
|
2023
Q1 | $447K | Sell |
2,304
-23
| -1% | -$4.46K | 0.08% | 149 |
|
|
2022
Q4 | $405K | Sell |
2,327
-317
| -12% | -$55.1K | 0.08% | 158 |
|
|
2022
Q3 | $427K | Buy |
2,644
+1,027
| +64% | +$166K | 0.09% | 156 |
|
|
2022
Q2 | $295K | Sell |
1,617
-288
| -15% | -$52.5K | 0.06% | 206 |
|
|
2022
Q1 | $408K | Buy |
1,905
+90
| +5% | +$19.3K | 0.07% | 179 |
|
|
2021
Q4 | $389K | Buy |
+1,815
| New | +$389K | 0.08% | 175 |
|