Martel Wealth Advisors’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,743
Closed -$492K 52
2023
Q2
$492K Buy
+2,743
New +$492K 0.12% 33