BKM 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
2024 Q2	–	Sell	-761	Closed	-$113K	–	196
2024 Q1	$113K	Buy	761 +135	+22%	+$20.1K	0.05%	178
2023 Q4	$98.4K	Buy	+626	New	+$98.4K	0.04%	202