Avaii Wealth Management’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
Q2
Sell
-1,185
Closed -$230K 150
2023
Q1
$230K Buy
+1,185
New +$230K 0.2% 118
2022
Q1
Sell
-1,062
Closed -$228K 139
2021
Q4
$228K Buy
+1,062
New +$228K 0.23% 88