CFM Wealth 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 |
-1,152
| Closed | -$247K | – | 184 |
|
|
2022
Q1 | $247K | Hold |
1,152
| – | – | 0.06% | 163 |
|
|
2021
Q4 | $246K | Hold |
1,152
| – | – | 0.05% | 160 |
|
|
2021
Q3 | $209K | Sell |
1,152
-20
| -2% | -$3.63K | 0.05% | 178 |
|
|
2021
Q2 | $244K | Buy |
+1,172
| New | +$244K | 0.06% | 154 |
|
|
2020
Q3 | – | Sell |
-819
| Closed | -$91K | – | 431 |
|
|
2020
Q2 | $91K | Sell |
819
-427
| -34% | -$47.4K | 0.03% | 209 |
|
|
2020
Q1 | $116K | Hold |
1,246
| – | – | 0.05% | 180 |
|
|
2019
Q4 | $148K | Buy |
+1,246
| New | +$148K | 0.05% | 170 |
|