BWA
BlueChip Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,250
| Closed | -$1.26M | – | 161 |
|
|
2024
Q3 | $1.26M | Hold |
9,250
| – | – | 0.66% | 34 |
|
|
2024
Q2 | $1.27M | Buy |
+9,250
| New | +$1.27M | 0.75% | 31 |
|
|
2024
Q1 | – | Sell |
-9,250
| Closed | -$1.45M | – | 131 |
|
|
2023
Q4 | $1.45M | Buy |
+9,250
| New | +$1.45M | 1.02% | 23 |
|