BWA
Blodgett Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,617
| Closed | -$408K | – | 62 |
|
|
2023
Q3 | $408K | Buy |
2,617
+3
| +0.1% | +$468 | 0.45% | 37 |
|
|
2023
Q2 | $469K | Buy |
2,614
+3
| +0.1% | +$538 | 0.49% | 36 |
|
|
2023
Q1 | $506K | Sell |
2,611
-10
| -0.4% | -$1.94K | 0.59% | 35 |
|
|
2022
Q4 | $456K | Buy |
2,621
+3
| +0.1% | +$521 | 0.55% | 36 |
|
|
2022
Q3 | $423K | Sell |
2,618
-73
| -3% | -$11.8K | 0.51% | 39 |
|
|
2022
Q2 | $491K | Sell |
2,691
-422
| -14% | -$77K | 0.54% | 39 |
|
|
2022
Q1 | $668K | Buy |
3,113
+2
| +0.1% | +$429 | 0.56% | 39 |
|
|
2021
Q4 | $667K | Buy |
+3,111
| New | +$667K | 0.52% | 43 |
|