Cascadia Advisory Services’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$657K Buy
3,606
+639
+22% +$116K 0.13% 156
2021
Q2
$617K Hold
2,967
0.13% 157
2021
Q1
$504K Buy
+2,967
New +$504K 0.11% 161
2020
Q3
$522K Buy
+3,134
New +$522K 0.15% 156