ERn Financial LLC’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
Q4
Sell
-1,372
Closed -$214K 178
2023
Q3
$214K Sell
1,372
-174
-11% -$27.1K 0.05% 158
2023
Q2
$277K Buy
+1,546
New +$277K 0.06% 152