IWA
IBEX Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-63
| Closed | -$8.57K | – | 267 |
|
|
2024
Q2 | $8.57K | Sell |
63
-45,113
| -100% | -$6.14M | ﹤0.01% | 235 |
|
|
2024
Q1 | $7.85M | Buy |
45,176
+45,154
| +205,245% | +$7.85M | 2.13% | 16 |
|
|
2023
Q4 | $3.45K | Sell |
22
-41,821
| -100% | -$6.55M | 0.75% | 50 |
|
|
2023
Q3 | $6.52M | Buy |
+41,843
| New | +$6.52M | 1.66% | 19 |
|
|
2023
Q1 | $10.5M | Buy |
54,018
+8,842
| +20% | +$1.72M | 2.72% | 6 |
|
|
2022
Q4 | $7.85M | Buy |
45,176
+2,654
| +6% | +$461K | 1.77% | 17 |
|
|
2022
Q3 | $6.87M | Sell |
42,522
-472
| -1% | -$76.2K | 1.79% | 15 |
|
|
2022
Q2 | $7.85M | Sell |
42,994
-9,456
| -18% | -$1.73M | 1.81% | 8 |
|
|
2022
Q1 | $11.2M | Buy |
52,450
+11,176
| +27% | +$2.4M | 2.15% | 5 |
|
|
2021
Q4 | $8.85M | Buy |
41,274
+691
| +2% | +$148K | 1.57% | 10 |
|
|
2021
Q3 | $7.39M | Sell |
40,583
-329
| -0.8% | -$59.9K | 1.42% | 10 |
|
|
2021
Q2 | $8.51M | Buy |
40,912
+675
| +2% | +$140K | 1.7% | 7 |
|
|
2021
Q1 | $6.84M | Buy |
40,237
+1,220
| +3% | +$207K | 1.69% | 12 |
|
|
2020
Q4 | $6.57M | Buy |
39,017
+770
| +2% | +$130K | 1.72% | 13 |
|
|
2020
Q3 | $6.37M | Buy |
38,247
+470
| +1% | +$78.3K | 1.85% | 13 |
|
|
2020
Q2 | $4.2M | Sell |
37,777
-504
| -1% | -$56K | 1.35% | 25 |
|
|
2020
Q1 | $3.58M | Buy |
+38,281
| New | +$3.58M | 1.39% | 28 |
|