GCA
Gradient Capital Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,067
| Closed | -$207K | – | 142 |
|
|
2023
Q1 | $207K | Buy |
+1,067
| New | +$207K | 0.09% | 133 |
|
|
2022
Q2 | – | Sell |
-1,059
| Closed | -$227K | – | 125 |
|
|
2022
Q1 | $227K | Hold |
1,059
| – | – | 0.1% | 113 |
|
|
2021
Q4 | $227K | Buy |
+1,059
| New | +$227K | 0.09% | 113 |
|
|
2021
Q3 | – | Sell |
-1,059
| Closed | -$220K | – | 122 |
|
|
2021
Q2 | $220K | Buy |
+1,059
| New | +$220K | 0.1% | 109 |
|