Ten Capital Wealth Advisors’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 |
-339
| Closed | -$65.8K | – | 531 |
|
|
2023
Q1 | $65.8K | Buy |
339
+147
| +77% | +$28.5K | 0.02% | 201 |
|
|
2022
Q4 | $33.4K | Sell |
192
-2
| -1% | -$348 | 0.01% | 211 |
|
|
2022
Q3 | $31K | Buy |
194
+7
| +4% | +$1.12K | 0.01% | 199 |
|
|
2022
Q2 | $34K | Hold |
187
| – | – | 0.01% | 163 |
|
|
2022
Q1 | $40K | Buy |
187
+59
| +46% | +$12.6K | 0.02% | 157 |
|
|
2021
Q4 | $27K | Hold |
128
| – | – | 0.01% | 195 |
|
|
2021
Q3 | $23K | Hold |
128
| – | – | 0.01% | 195 |
|
|
2021
Q2 | $27K | Hold |
128
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $21K | Hold |
128
| – | – | 0.01% | 221 |
|
|
2020
Q4 | $22K | Buy |
+128
| New | +$22K | 0.01% | 209 |
|