Milestone Investment 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
Q4
Sell
-1,034
Closed -$161K 423
2023
Q3
$161K Buy
+1,034
New +$161K 0.05% 116
2023
Q2
Sell
-1,034
Closed -$201K 418
2023
Q1
$201K Buy
+1,034
New +$201K 0.06% 105