AO
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Advisor OS’s United Parcel Service UPS Stock Holding History

Advisor OS’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,460
Closed -$244K – 161
2020
Q3 		$244K Sell
1,460
-2,806
-66% -$469K 0.1% 88
2020
Q2 		$474K Buy
+4,266
New +$474K 0.28% 73