Financial Synergies Wealth 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
Q2 | – | Sell |
-244
| Closed | -$36.3K | – | 448 |
|
|
2024
Q1 | $36.3K | Buy |
244
+232
| +1,933% | +$34.5K | ﹤0.01% | 151 |
|
|
2023
Q4 | $2.09K | Sell |
12
-227
| -95% | -$39.5K | ﹤0.01% | 243 |
|
|
2023
Q3 | $37.3K | Buy |
239
+230
| +2,556% | +$35.9K | 0.01% | 130 |
|
|
2023
Q2 | $1.61K | Sell |
9
-51
| -85% | -$9.15K | ﹤0.01% | 314 |
|
|
2023
Q1 | $11.6K | Buy |
60
+48
| +400% | +$9.31K | ﹤0.01% | 226 |
|
|
2022
Q4 | $2.09K | Buy |
12
+4
| +50% | +$696 | ﹤0.01% | 243 |
|
|
2022
Q3 | $1.29K | Buy |
8
+2
| +33% | +$323 | ﹤0.01% | 263 |
|
|
2022
Q2 | $1.1K | Buy |
+6
| New | +$1.1K | ﹤0.01% | 297 |
|