GWP
Gateway Wealth Partners’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,114
| Closed | -$330K | – | 280 |
|
|
2023
Q3 | $330K | Buy |
2,114
+185
| +10% | +$28.8K | 0.06% | 177 |
|
|
2023
Q2 | $346K | Sell |
1,929
-92
| -5% | -$16.5K | 0.06% | 166 |
|
|
2023
Q1 | $392K | Buy |
2,021
+100
| +5% | +$19.4K | 0.06% | 143 |
|
|
2022
Q4 | $334K | Buy |
+1,921
| New | +$334K | 0.06% | 137 |
|