West Michigan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,363
| Closed | -$368K | – | 166 |
|
|
2023
Q3 | $368K | Sell |
2,363
-1,282
| -35% | -$200K | 0.2% | 95 |
|
|
2023
Q2 | $653K | Sell |
3,645
-145
| -4% | -$26K | 0.26% | 87 |
|
|
2023
Q1 | $735K | Buy |
3,790
+2,407
| +174% | +$467K | 0.42% | 54 |
|
|
2022
Q4 | $240K | Sell |
1,383
-274
| -17% | -$47.6K | 0.18% | 94 |
|
|
2022
Q3 | $268K | Sell |
1,657
-19
| -1% | -$3.07K | 0.23% | 82 |
|
|
2022
Q2 | $306K | Buy |
1,676
+212
| +14% | +$38.7K | 0.26% | 81 |
|
|
2022
Q1 | $314K | Buy |
1,464
+506
| +53% | +$109K | 0.21% | 85 |
|
|
2021
Q4 | $205K | Buy |
+958
| New | +$205K | 0.15% | 119 |
|