FOA
Five Oceans Advisors’s United Parcel Service UPS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-1,153
| Closed | -$207K | – | 160 |
|
2023
Q2 | $207K | Buy |
1,153
+41
| +4% | +$7.35K | 0.13% | 141 |
|
2023
Q1 | $216K | Buy |
+1,112
| New | +$216K | 0.14% | 132 |
|
2022
Q2 | – | Sell |
-1,100
| Closed | -$236K | – | 144 |
|
2022
Q1 | $236K | Buy |
1,100
+70
| +7% | +$15K | 0.21% | 92 |
|
2021
Q4 | $221K | Buy |
+1,030
| New | +$221K | 0.2% | 97 |
|