Alera Investment Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $406K | Buy |
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|
2023
Q1 | $417K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $260K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $24K | Sell |
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|
2018
Q4 | $32K | Buy |
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