WealthPlan Investment 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
Q3 | – | Sell |
-180
| Closed | -$32.3K | – | 350 |
|
|
2023
Q2 | $32.3K | Sell |
180
-380
| -68% | -$68.1K | 0.01% | 222 |
|
|
2023
Q1 | $109K | Sell |
560
-1,375
| -71% | -$267K | 0.02% | 192 |
|
|
2022
Q4 | $363K | Sell |
1,935
-3
| -0.2% | -$562 | 0.03% | 289 |
|
|
2022
Q3 | $338K | Buy |
+1,938
| New | +$338K | 0.02% | 288 |
|
|
2022
Q1 | $290K | Buy |
+1,616
| New | +$290K | 0.02% | 321 |
|