Transparent Wealth 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
Q1 | $309K | Buy |
1,595
+14
| +0.9% | +$2.72K | 0.23% | 27 |
|
|
2022
Q4 | $275K | Buy |
1,581
+13
| +0.8% | +$2.26K | 0.22% | 28 |
|
|
2022
Q3 | $253K | Buy |
1,568
+12
| +0.8% | +$1.94K | 0.21% | 28 |
|
|
2022
Q2 | $284K | Buy |
+1,556
| New | +$284K | 0.25% | 25 |
|
|
2022
Q1 | – | Sell |
-1,532
| Closed | -$328K | – | 56 |
|
|
2021
Q4 | $328K | Buy |
+1,532
| New | +$328K | 0.25% | 23 |
|