BT 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
2022
Q2
$236K Hold
1,294
0.07% 57
2022
Q1
$278K Sell
1,294
-71
-5% -$15.3K 0.07% 54
2021
Q4
$293K Buy
+1,365
New +$293K 0.08% 55