AAMC
Asset Allocation & Management Company’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,342
| Closed | -$842K | – | 96 |
|
|
2023
Q1 | $842K | Hold |
4,342
| – | – | 0.34% | 38 |
|
|
2022
Q4 | $755K | Sell |
4,342
-538
| -11% | -$93.5K | 0.29% | 49 |
|
|
2022
Q3 | $788K | Hold |
4,880
| – | – | 0.32% | 54 |
|
|
2022
Q2 | $891K | Hold |
4,880
| – | – | 0.37% | 53 |
|
|
2022
Q1 | $1.05M | Hold |
4,880
| – | – | 0.38% | 52 |
|
|
2021
Q4 | $1.05M | Buy |
+4,880
| New | +$1.05M | 0.35% | 54 |
|