NWWA
New Wave Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,826
| Closed | -$201K | – | 162 |
|
|
2025
Q1 | $201K | Buy |
1,826
+448
| +33% | +$49.3K | 0.09% | 131 |
|
|
2024
Q4 | $174K | Sell |
1,378
-246
| -15% | -$31K | 0.07% | 148 |
|
|
2024
Q3 | $221K | Sell |
1,624
-67
| -4% | -$9.14K | 0.1% | 135 |
|
|
2024
Q2 | $231K | Buy |
+1,691
| New | +$231K | 0.12% | 122 |
|