CWM
Cedar Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.1K | Buy |
+31
| New | +$3.1K | ﹤0.01% | 207 |
|
|
2024
Q4 | – | Sell |
-202
| Closed | -$27.5K | – | 251 |
|
|
2024
Q3 | $27.5K | Hold |
202
| – | – | 0.01% | 178 |
|
|
2024
Q2 | $27.6K | Sell |
202
-142
| -41% | -$19.4K | 0.01% | 189 |
|
|
2024
Q1 | $51.1K | Buy |
+344
| New | +$51.1K | 0.02% | 166 |
|
|
2018
Q3 | – | Sell |
-43
| Closed | -$5K | – | 228 |
|
|
2018
Q2 | $5K | Buy |
+43
| New | +$5K | ﹤0.01% | 168 |
|