Mosaic 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
2021
Q4
Sell
-1,132
Closed -$206K 58
2021
Q3
$206K Sell
1,132
-332
-23% -$60.4K 0.14% 34
2021
Q2
$304K Hold
1,464
0.2% 32
2021
Q1
$249K Buy
+1,464
New +$249K 0.21% 30