FWA
FSM Wealth 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 |
-1,185
| Closed | -$220K | – | 170 |
|
|
2023
Q2 | $220K | Sell |
1,185
-122
| -9% | -$22.6K | 0.11% | 155 |
|
|
2023
Q1 | $254K | Buy |
1,307
+9
| +0.7% | +$1.75K | 0.15% | 128 |
|
|
2022
Q4 | $226K | Buy |
1,298
+8
| +0.6% | +$1.39K | 0.16% | 128 |
|
|
2022
Q3 | $208K | Buy |
1,290
+145
| +13% | +$23.4K | 0.17% | 128 |
|
|
2022
Q2 | $225K | Buy |
+1,145
| New | +$225K | 0.22% | 104 |
|