Vigilare Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,285
| Closed | -$202K | – | 113 |
|
|
2023
Q4 | $202K | Hold |
1,285
| – | – | 0.1% | 96 |
|
|
2023
Q3 | $200K | Sell |
1,285
-389
| -23% | -$60.6K | 0.13% | 82 |
|
|
2023
Q2 | $300K | Sell |
1,674
-63
| -4% | -$11.3K | 0.17% | 73 |
|
|
2023
Q1 | $337K | Buy |
1,737
+2
| +0.1% | +$388 | 0.19% | 72 |
|
|
2022
Q4 | $302K | Sell |
1,735
-81
| -4% | -$14.1K | 0.18% | 74 |
|
|
2022
Q3 | $293K | Buy |
1,816
+110
| +6% | +$17.7K | 0.38% | 68 |
|
|
2022
Q2 | $311K | Buy |
1,706
+2
| +0.1% | +$365 | 0.34% | 72 |
|
|
2022
Q1 | $365K | Buy |
1,704
+2
| +0.1% | +$428 | 0.3% | 84 |
|
|
2021
Q4 | $365K | Sell |
1,702
-224
| -12% | -$48K | 0.22% | 117 |
|
|
2021
Q3 | $351K | Buy |
1,926
+751
| +64% | +$137K | 0.22% | 132 |
|
|
2021
Q2 | $244K | Hold |
1,175
| – | – | 0.15% | 174 |
|
|
2021
Q1 | $200K | Sell |
1,175
-55
| -4% | -$9.36K | 0.14% | 186 |
|
|
2020
Q4 | $207K | Buy |
1,230
+20
| +2% | +$3.37K | 0.2% | 134 |
|
|
2020
Q3 | $202K | Buy |
+1,210
| New | +$202K | 0.21% | 120 |
|