KJWM
Kiley Juergens Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,085
| Closed | -$1.57M | – | 71 |
|
|
2023
Q3 | $1.57M | Sell |
10,085
-1,907
| -16% | -$297K | 0.57% | 34 |
|
|
2023
Q2 | $2.15M | Buy |
11,992
+60
| +0.5% | +$10.8K | 0.74% | 30 |
|
|
2023
Q1 | $2.31M | Sell |
11,932
-13
| -0.1% | -$2.52K | 0.87% | 29 |
|
|
2022
Q4 | $2.08M | Sell |
11,945
-536
| -4% | -$93.2K | 0.87% | 28 |
|
|
2022
Q3 | $2.02M | Sell |
12,481
-107
| -0.9% | -$17.3K | 0.95% | 25 |
|
|
2022
Q2 | $2.3M | Sell |
12,588
-86
| -0.7% | -$15.7K | 1.09% | 23 |
|
|
2022
Q1 | $2.72M | Buy |
12,674
+63
| +0.5% | +$13.5K | 1.31% | 22 |
|
|
2021
Q4 | $2.7M | Buy |
12,611
+249
| +2% | +$53.4K | 1.03% | 23 |
|
|
2021
Q3 | $2.25M | Sell |
12,362
-37
| -0.3% | -$6.74K | 0.99% | 25 |
|
|
2021
Q2 | $2.58M | Buy |
12,399
+1,236
| +11% | +$257K | 1.18% | 19 |
|
|
2021
Q1 | $1.9M | Buy |
+11,163
| New | +$1.9M | 0.99% | 24 |
|
|
2018
Q4 | – | Sell |
-107
| Closed | -$12K | – | 610 |
|
|
2018
Q3 | $12K | Sell |
107
-104
| -49% | -$11.7K | 0.01% | 443 |
|
|
2018
Q2 | $22K | Buy |
+211
| New | +$22K | 0.02% | 315 |
|
|
2018
Q1 | – | Sell |
-97
| Closed | -$11K | – | 573 |
|
|
2017
Q4 | $11K | Buy |
+97
| New | +$11K | 0.01% | 449 |
|