Cassia Capital Partners’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
Sell
-1,028
Closed -$220K 59
2022
Q1
$220K Buy
1,028
+24
+2% +$5.14K 0.18% 55
2021
Q4
$215K Buy
+1,004
New +$215K 0.14% 61