WESPAC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,594
| Closed | -$473K | – | 105 |
|
|
2022
Q2 | $473K | Buy |
2,594
+927
| +56% | +$169K | 0.36% | 58 |
|
|
2022
Q1 | $358K | Sell |
1,667
-347
| -17% | -$74.5K | 0.39% | 82 |
|
|
2021
Q4 | $432K | Buy |
2,014
+456
| +29% | +$97.8K | 0.29% | 111 |
|
|
2021
Q3 | $284K | Buy |
+1,558
| New | +$284K | 0.18% | 139 |
|
|
2021
Q2 | – | Sell |
-2,335
| Closed | -$397K | – | 165 |
|
|
2021
Q1 | $397K | Sell |
2,335
-3,938
| -63% | -$670K | 0.3% | 97 |
|
|
2020
Q4 | $1.06M | Buy |
6,273
+4,495
| +253% | +$757K | 0.82% | 53 |
|
|
2020
Q3 | $296K | Buy |
+1,778
| New | +$296K | 0.37% | 76 |
|