WealthBridge Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,353
| Closed | -$409K | – | 204 |
|
|
2022
Q4 | $409K | Buy |
2,353
+158
| +7% | +$27.5K | 0.17% | 115 |
|
|
2022
Q3 | $401K | Hold |
2,195
| – | – | 0.17% | 112 |
|
|
2022
Q2 | $401K | Buy |
+2,195
| New | +$401K | 0.17% | 112 |
|
|
2019
Q2 | – | Sell |
-129
| Closed | -$13K | – | 830 |
|
|
2019
Q1 | $13K | Sell |
129
-346
| -73% | -$34.9K | 0.01% | 520 |
|
|
2018
Q4 | $46K | Buy |
+475
| New | +$46K | 0.04% | 261 |
|