Tevis Investment Management’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
Q3 | – | Sell |
-1,203
| Closed | -$216K | – | 91 |
|
|
2023
Q2 | $216K | Buy |
1,203
+77
| +7% | +$13.8K | 0.21% | 86 |
|
|
2023
Q1 | $218K | Buy |
+1,126
| New | +$218K | 0.22% | 81 |
|
|
2022
Q4 | – | Sell |
-1,066
| Closed | -$173K | – | 185 |
|
|
2022
Q3 | $173K | Buy |
1,066
+122
| +13% | +$19.8K | 0.17% | 92 |
|
|
2022
Q2 | $174K | Buy |
944
+183
| +24% | +$33.7K | 0.17% | 92 |
|
|
2022
Q1 | $164K | Buy |
761
+187
| +33% | +$40.3K | 0.15% | 102 |
|
|
2021
Q4 | $125K | Buy |
+574
| New | +$125K | 0.11% | 134 |
|