LifeSteps Financial’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	-881	Closed	-$131K	–	387
2024 Q1	$131K	Buy	+881	New	+$131K	0.1%	98
2022 Q2	–	Sell	-1,036	Closed	-$222K	–	82
2022 Q1	$222K	Hold	1,036	–	–	0.16%	80
2021 Q4	$222K	Buy	+1,036	New	+$222K	0.16%	78