Tilia Fiduciary Partners’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 |
-328
| Closed | -$58.8K | – | 471 |
|
|
2023
Q2 | $58.8K | Buy |
328
+49
| +18% | +$8.78K | 0.05% | 192 |
|
|
2023
Q1 | $54.1K | Hold |
279
| – | – | 0.05% | 200 |
|
|
2022
Q4 | $48.5K | Sell |
279
-6
| -2% | -$1.04K | 0.05% | 201 |
|
|
2022
Q3 | $45K | Buy |
285
+37
| +15% | +$5.84K | 0.05% | 210 |
|
|
2022
Q2 | $44K | Buy |
248
+3
| +1% | +$532 | 0.04% | 216 |
|
|
2022
Q1 | $53K | Hold |
245
| – | – | 0.04% | 214 |
|
|
2021
Q4 | $53K | Buy |
+245
| New | +$53K | 0.04% | 218 |
|