CA
CSM Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-48,200
| Closed | -$7.58M | – | 146 |
|
|
2023
Q4 | $7.58M | Buy |
48,200
+35
| +0.1% | +$5.5K | 0.55% | 57 |
|
|
2023
Q3 | $7.51M | Sell |
48,165
-50
| -0.1% | -$7.79K | 0.65% | 47 |
|
|
2023
Q2 | $8.65M | Buy |
48,215
+95
| +0.2% | +$17K | 0.65% | 45 |
|
|
2023
Q1 | $9.34M | Buy |
+48,120
| New | +$9.34M | 0.81% | 37 |
|