EFG
Embree Financial Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,023
| Closed | -$255K | – | 208 |
|
|
2024
Q4 | $255K | Sell |
2,023
-362
| -15% | -$45.6K | 0.04% | 172 |
|
|
2024
Q3 | $325K | Buy |
+2,385
| New | +$325K | 0.06% | 147 |
|
|
2024
Q2 | – | Sell |
-1,406
| Closed | -$209K | – | 193 |
|
|
2024
Q1 | $209K | Sell |
1,406
-46
| -3% | -$6.84K | 0.04% | 181 |
|
|
2023
Q4 | $228K | Buy |
+1,452
| New | +$228K | 0.05% | 163 |
|