KCFA
Key Client Fiduciary 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 |
-1,493
| Closed | -$204K | – | 200 |
|
|
2024
Q3 | $204K | Sell |
1,493
-34
| -2% | -$4.64K | 0.09% | 187 |
|
|
2024
Q2 | $209K | Buy |
1,527
+54
| +4% | +$7.39K | 0.1% | 171 |
|
|
2024
Q1 | $219K | Sell |
1,473
-215
| -13% | -$31.9K | 0.12% | 165 |
|
|
2023
Q4 | $265K | Sell |
1,688
-83
| -5% | -$13.1K | 0.15% | 141 |
|
|
2023
Q3 | $276K | Buy |
1,771
+5
| +0.3% | +$779 | 0.17% | 131 |
|
|
2023
Q2 | $317K | Buy |
1,766
+29
| +2% | +$5.2K | 0.18% | 121 |
|
|
2023
Q1 | $337K | Buy |
1,737
+33
| +2% | +$6.4K | 0.21% | 108 |
|
|
2022
Q4 | $296K | Buy |
+1,704
| New | +$296K | 0.2% | 113 |
|
|
2022
Q1 | – | Sell |
-3,353
| Closed | -$719K | – | 129 |
|
|
2021
Q4 | $719K | Buy |
+3,353
| New | +$719K | 0.59% | 43 |
|