IWA
IVC Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,629
| Closed | -$222K | – | 168 |
|
|
2024
Q3 | $222K | Sell |
1,629
-1,379
| -46% | -$188K | 0.12% | 150 |
|
|
2024
Q2 | $412K | Buy |
3,008
+21
| +0.7% | +$2.87K | 0.23% | 97 |
|
|
2024
Q1 | $444K | Sell |
2,987
-943
| -24% | -$140K | 0.26% | 91 |
|
|
2023
Q4 | $618K | Sell |
3,930
-1,989
| -34% | -$313K | 0.38% | 66 |
|
|
2023
Q3 | $923K | Sell |
5,919
-33
| -0.6% | -$5.14K | 0.62% | 43 |
|
|
2023
Q2 | $1.07M | Buy |
5,952
+1,745
| +41% | +$313K | 0.68% | 37 |
|
|
2023
Q1 | $816K | Sell |
4,207
-1,499
| -26% | -$291K | 0.58% | 51 |
|
|
2022
Q4 | $737K | Buy |
5,706
+1,506
| +36% | +$194K | 0.54% | 56 |
|
|
2022
Q3 | $678K | Sell |
4,200
-120
| -3% | -$19.4K | 0.55% | 51 |
|
|
2022
Q2 | $789K | Sell |
4,320
-42
| -1% | -$7.67K | 0.61% | 43 |
|
|
2022
Q1 | $935K | Sell |
4,362
-197
| -4% | -$42.2K | 0.61% | 42 |
|
|
2021
Q4 | $977K | Sell |
4,559
-258
| -5% | -$55.3K | 0.63% | 43 |
|
|
2021
Q3 | $877K | Sell |
4,817
-174
| -3% | -$31.7K | 0.6% | 44 |
|
|
2021
Q2 | $1.04M | Buy |
4,991
+135
| +3% | +$28.1K | 0.73% | 36 |
|
|
2021
Q1 | $826K | Buy |
4,856
+383
| +9% | +$65.1K | 0.65% | 43 |
|
|
2020
Q4 | $753K | Buy |
+4,473
| New | +$753K | 0.72% | 40 |
|