Evernest Financial 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
2024
Q1
Sell
-3,151
Closed -$495K 132
2023
Q4
$495K Buy
+3,151
New +$495K 0.25% 86