Western Financial Corp’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
Q4 | – | Sell |
-4,132
| Closed | -$668K | – | 107 |
|
|
2022
Q3 | $668K | Sell |
4,132
-524
| -11% | -$84.7K | 0.47% | 47 |
|
|
2022
Q2 | $850K | Sell |
4,656
-381
| -8% | -$69.6K | 0.6% | 32 |
|
|
2022
Q1 | $1.08M | Buy |
5,037
+567
| +13% | +$122K | 0.63% | 34 |
|
|
2021
Q4 | $958K | Buy |
4,470
+581
| +15% | +$125K | 0.5% | 38 |
|
|
2021
Q3 | $708K | Buy |
3,889
+8
| +0.2% | +$1.46K | 0.42% | 49 |
|
|
2021
Q2 | $807K | Sell |
3,881
-8
| -0.2% | -$1.66K | 0.44% | 38 |
|
|
2021
Q1 | $661K | Buy |
3,889
+1,034
| +36% | +$176K | 0.4% | 44 |
|
|
2020
Q4 | $480K | Buy |
+2,855
| New | +$480K | 0.32% | 48 |
|