LWP
Lumature Wealth Partners’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $884K | Sell |
4,933
-18
| -0.4% | -$3.23K | 0.53% | 43 |
|
|
2023
Q1 | $960K | Buy |
4,951
+9
| +0.2% | +$1.75K | 0.54% | 41 |
|
|
2022
Q4 | $859K | Sell |
4,942
-279
| -5% | -$48.5K | 0.48% | 45 |
|
|
2022
Q3 | $843K | Sell |
5,221
-173
| -3% | -$27.9K | 0.45% | 47 |
|
|
2022
Q2 | $985K | Buy |
5,394
+363
| +7% | +$66.3K | 0.44% | 48 |
|
|
2022
Q1 | $1.08M | Buy |
5,031
+900
| +22% | +$193K | 0.43% | 54 |
|
|
2021
Q4 | $885K | Buy |
4,131
+214
| +5% | +$45.8K | 0.34% | 66 |
|
|
2021
Q3 | $713K | Buy |
3,917
+449
| +13% | +$81.7K | 0.29% | 76 |
|
|
2021
Q2 | $721K | Buy |
3,468
+245
| +8% | +$50.9K | 0.3% | 71 |
|
|
2021
Q1 | $548K | Buy |
+3,223
| New | +$548K | 0.29% | 76 |
|