Fermata 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
Q4 | – | Sell |
-1,338
| Closed | -$209K | – | 194 |
|
|
2023
Q3 | $209K | Buy |
+1,338
| New | +$209K | 0.06% | 151 |
|
|
2022
Q2 | – | Sell |
-1,081
| Closed | -$233K | – | 198 |
|
|
2022
Q1 | $233K | Buy |
1,081
+35
| +3% | +$7.54K | 0.09% | 154 |
|
|
2021
Q4 | $225K | Buy |
+1,046
| New | +$225K | 0.08% | 167 |
|