WD Rutherford’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 |
-1,685
| Closed | -$302K | – | 85 |
|
|
2023
Q2 | $302K | Hold |
1,685
| – | – | 0.19% | 68 |
|
|
2023
Q1 | $327K | Hold |
1,685
| – | – | 0.23% | 64 |
|
|
2022
Q4 | $293K | Sell |
1,685
-5
| -0.3% | -$869 | 0.23% | 61 |
|
|
2022
Q3 | $273K | Hold |
1,690
| – | – | 0.22% | 67 |
|
|
2022
Q2 | $308K | Buy |
1,690
+310
| +22% | +$56.5K | 0.24% | 61 |
|
|
2022
Q1 | $296K | Buy |
1,380
+75
| +6% | +$16.1K | 0.17% | 65 |
|
|
2021
Q4 | $280K | Hold |
1,305
| – | – | 0.14% | 71 |
|
|
2021
Q3 | $238K | Hold |
1,305
| – | – | 0.13% | 74 |
|
|
2021
Q2 | $271K | Buy |
1,305
+115
| +10% | +$23.9K | 0.15% | 69 |
|
|
2021
Q1 | $202K | Hold |
1,190
| – | – | 0.13% | 76 |
|
|
2020
Q4 | $200K | Buy |
+1,190
| New | +$200K | 0.13% | 69 |
|