CWA
Core Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-515
| Closed | -$76.5K | – | 226 |
|
|
2024
Q1 | $76.5K | Buy |
515
+20
| +4% | +$2.97K | 0.03% | 83 |
|
|
2023
Q4 | $77.8K | Buy |
495
+358
| +261% | +$56.3K | 0.03% | 76 |
|
|
2023
Q3 | $21.4K | Hold |
137
| – | – | 0.01% | 109 |
|
|
2023
Q2 | $24.6K | Buy |
137
+85
| +163% | +$15.2K | 0.01% | 105 |
|
|
2023
Q1 | $10.1K | Hold |
52
| – | – | ﹤0.01% | 149 |
|
|
2022
Q4 | $9.04K | Buy |
52
+47
| +940% | +$8.17K | ﹤0.01% | 170 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 213 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 211 |
|
|
2022
Q1 | $1K | Sell |
5
-26
| -84% | -$5.2K | ﹤0.01% | 190 |
|
|
2021
Q4 | $7K | Hold |
31
| – | – | ﹤0.01% | 168 |
|
|
2021
Q3 | $6K | Sell |
31
-50
| -62% | -$9.68K | ﹤0.01% | 153 |
|
|
2021
Q2 | $17K | Buy |
81
+50
| +161% | +$10.5K | 0.01% | 110 |
|
|
2021
Q1 | $5K | Hold |
31
| – | – | ﹤0.01% | 146 |
|
|
2020
Q4 | $5K | Hold |
31
| – | – | ﹤0.01% | 143 |
|
|
2020
Q3 | $5K | Buy |
31
+26
| +520% | +$4.19K | ﹤0.01% | 121 |
|
|
2020
Q2 | $1K | Sell |
5
-38
| -88% | -$7.6K | ﹤0.01% | 125 |
|
|
2020
Q1 | $4K | Buy |
43
+38
| +760% | +$3.54K | ﹤0.01% | 113 |
|
|
2019
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 129 |
|