Life Planning Partners’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
Q1 | – | Sell |
-178
| Closed | -$28K | – | 232 |
|
|
2023
Q4 | $28K | Buy |
+178
| New | +$28K | 0.03% | 122 |
|
|
2022
Q3 | $27K | Hold |
167
| – | – | 0.03% | 108 |
|
|
2022
Q2 | $30K | Hold |
167
| – | – | 0.03% | 105 |
|
|
2022
Q1 | $36K | Hold |
167
| – | – | 0.04% | 101 |
|
|
2021
Q4 | $36K | Buy |
+167
| New | +$36K | 0.04% | 99 |
|