Wealth Effects’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 |
-1,300
| Closed | -$204K | – | 236 |
|
|
2023
Q4 | $204K | Sell |
1,300
-58
| -4% | -$9.12K | 0.08% | 206 |
|
|
2023
Q3 | $212K | Buy |
1,358
+30
| +2% | +$4.68K | 0.1% | 162 |
|
|
2023
Q2 | $238K | Buy |
1,328
+30
| +2% | +$5.38K | 0.1% | 155 |
|
|
2023
Q1 | $252K | Hold |
1,298
| – | – | 0.13% | 152 |
|
|
2022
Q4 | $226K | Sell |
1,298
-69
| -5% | -$12K | 0.13% | 158 |
|
|
2022
Q3 | $221K | Sell |
1,367
-60
| -4% | -$9.7K | 0.14% | 152 |
|
|
2022
Q2 | $261K | Sell |
1,427
-195
| -12% | -$35.7K | 0.16% | 138 |
|
|
2022
Q1 | $348K | Buy |
1,622
+133
| +9% | +$28.5K | 0.16% | 128 |
|
|
2021
Q4 | $319K | Buy |
+1,489
| New | +$319K | 0.13% | 140 |
|