Naviter Wealth’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 Q1	–	Sell	-3,696	Closed	-$665K	–	222
2022 Q4	$665K	Buy	3,696 +746	+25%	+$134K	0.18%	128
2022 Q3	$477K	Buy	2,950 +215	+8%	+$34.8K	0.19%	128
2022 Q2	$499K	Buy	+2,735	New	+$499K	0.2%	122