Legacy Financial Group (Iowa)’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,507
Closed -$224K 113
2024
Q1
$224K Buy
+1,507
New +$224K 0.05% 95
2023
Q4
Sell
-1,536
Closed -$239K 482
2023
Q3
$239K Buy
+1,536
New +$239K 0.06% 85