MAWCM
Mine & Arao Wealth Creation & Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-714
| Closed | -$106K | – | 339 |
|
|
2024
Q1 | $106K | Buy |
714
+7
| +1% | +$1.04K | 0.05% | 101 |
|
|
2023
Q4 | $111K | Buy |
707
+2
| +0.3% | +$315 | 0.06% | 100 |
|
|
2023
Q3 | $110K | Buy |
705
+3
| +0.4% | +$467 | 0.07% | 92 |
|
|
2023
Q2 | $126K | Buy |
702
+3
| +0.4% | +$538 | 0.07% | 90 |
|
|
2023
Q1 | $136K | Buy |
699
+2
| +0.3% | +$388 | 0.09% | 83 |
|
|
2022
Q4 | $121K | Buy |
697
+2
| +0.3% | +$348 | 0.09% | 86 |
|
|
2022
Q3 | $112K | Buy |
695
+18
| +3% | +$2.9K | 0.08% | 88 |
|
|
2022
Q2 | $124K | Buy |
677
+3
| +0.4% | +$549 | 0.09% | 88 |
|
|
2022
Q1 | $145K | Sell |
674
-23
| -3% | -$4.95K | 0.09% | 82 |
|
|
2021
Q4 | $150K | Buy |
697
+224
| +47% | +$48.2K | 0.08% | 89 |
|
|
2021
Q3 | $86K | Hold |
473
| – | – | 0.05% | 113 |
|
|
2021
Q2 | $98K | Buy |
473
+1
| +0.2% | +$207 | 0.06% | 106 |
|
|
2021
Q1 | $80K | Buy |
472
+1
| +0.2% | +$169 | 0.05% | 112 |
|
|
2020
Q4 | $79K | Buy |
471
+1
| +0.2% | +$168 | 0.06% | 107 |
|
|
2020
Q3 | $78K | Buy |
470
+2
| +0.4% | +$332 | 0.06% | 101 |
|
|
2020
Q2 | $52K | Buy |
468
+2
| +0.4% | +$222 | 0.05% | 110 |
|
|
2020
Q1 | $44K | Buy |
466
+2
| +0.4% | +$189 | 0.05% | 109 |
|
|
2019
Q4 | $54K | Buy |
+464
| New | +$54K | 0.05% | 120 |
|