Core 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
2024
Q3
Sell
-1,556
Closed -$213K 171
2024
Q2
$213K Buy
+1,556
New +$213K 0.15% 137
2023
Q1
Sell
-15,720
Closed -$235K 137
2022
Q4
$235K Buy
+15,720
New +$235K 0.27% 83