Epic Trust Investment Advisors’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,358
Closed -$264K 121
2023
Q1
$264K Buy
1,358
+170
+14% +$33K 0.32% 88
2022
Q4
$207K Buy
+1,188
New +$207K 0.31% 92