Wealth Advisors’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 | $274K | Hold |
1,760
| – | – | 0.12% | 53 |
|
|
2023
Q2 | $328K | Sell |
1,760
-21
| -1% | -$3.92K | 0.14% | 47 |
|
|
2023
Q1 | $343K | Hold |
1,781
| – | – | 0.16% | 44 |
|
|
2022
Q4 | $310K | Buy |
+1,781
| New | +$310K | 0.16% | 46 |
|
|
2022
Q2 | – | Sell |
-1,080
| Closed | -$232K | – | 65 |
|
|
2022
Q1 | $232K | Sell |
1,080
-20
| -2% | -$4.3K | 0.08% | 62 |
|
|
2021
Q4 | $236K | Buy |
+1,100
| New | +$236K | 0.08% | 61 |
|
|
2021
Q3 | – | Sell |
-1,100
| Closed | -$211K | – | 76 |
|
|
2021
Q2 | $211K | Buy |
+1,100
| New | +$211K | 0.08% | 67 |
|