NWM
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NEIRG Wealth Management’s United Parcel Service UPS Stock Holding History

NEIRG Wealth Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,774
Closed -$318K – 119
2023
Q2 		$318K Sell
1,774
-101
-5% -$17.9K 0.06% 116
2023
Q1 		$364K Buy
+1,875
New +$344K 0.06% 118
2022
Q2 		– Sell
-16,962
Closed -$3.64M – 153
2022
Q1 		$3.64M Sell
16,962
-907
-5% -$193K 0.71% 41
2021
Q4 		$3.83M Buy
+17,869
New +$3.63M 0.73% 37

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