MAM
McCarthy Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-210
| Closed | -$45K | – | 270 |
|
|
2022
Q1 | $45K | Hold |
210
| – | – | 0.03% | 87 |
|
|
2021
Q4 | $45K | Hold |
210
| – | – | 0.03% | 89 |
|
|
2021
Q3 | $38K | Hold |
210
| – | – | 0.03% | 98 |
|
|
2021
Q2 | $44K | Hold |
210
| – | – | 0.03% | 100 |
|
|
2021
Q1 | $36K | Hold |
210
| – | – | 0.03% | 109 |
|
|
2020
Q4 | $35K | Buy |
+210
| New | +$35K | 0.03% | 105 |
|