West Coast Financial’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 |
-1,589
| Closed | -$285K | – | 150 |
|
|
2023
Q2 | $285K | Buy |
+1,589
| New | +$285K | 0.04% | 128 |
|
|
2022
Q3 | – | Sell |
-1,721
| Closed | -$314K | – | 130 |
|
|
2022
Q2 | $314K | Sell |
1,721
-167
| -9% | -$30.5K | 0.06% | 95 |
|
|
2022
Q1 | $405K | Sell |
1,888
-124
| -6% | -$26.6K | 0.06% | 96 |
|
|
2021
Q4 | $431K | Buy |
2,012
+118
| +6% | +$25.3K | 0.06% | 97 |
|
|
2021
Q3 | $345K | Buy |
1,894
+518
| +38% | +$94.4K | 0.06% | 103 |
|
|
2021
Q2 | $286K | Hold |
1,376
| – | – | 0.05% | 114 |
|
|
2021
Q1 | $234K | Buy |
1,376
+63
| +5% | +$10.7K | 0.04% | 113 |
|
|
2020
Q4 | $221K | Buy |
+1,313
| New | +$221K | 0.04% | 106 |
|