PWA
Phoenix Wealth Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,655
| Closed | -$297K | – | 112 |
|
|
2023
Q2 | $297K | Sell |
1,655
-8,055
| -83% | -$1.44M | 0.17% | 87 |
|
|
2023
Q1 | $1.88M | Sell |
9,710
-65
| -0.7% | -$12.6K | 1.17% | 25 |
|
|
2022
Q4 | $1.7M | Sell |
9,775
-655
| -6% | -$114K | 1.02% | 26 |
|
|
2022
Q3 | $1.69M | Sell |
10,430
-236
| -2% | -$38.1K | 1.69% | 24 |
|
|
2022
Q2 | $1.95M | Sell |
10,666
-73
| -0.7% | -$13.3K | 1.92% | 22 |
|
|
2022
Q1 | $2.09M | Sell |
10,739
-2,180
| -17% | -$424K | 2.16% | 18 |
|
|
2021
Q4 | $2.77M | Sell |
12,919
-476
| -4% | -$102K | 2.09% | 20 |
|
|
2021
Q3 | $2.44M | Buy |
13,395
+56
| +0.4% | +$10.2K | 1.82% | 20 |
|
|
2021
Q2 | $2.82M | Sell |
13,339
-633
| -5% | -$134K | 2.03% | 13 |
|
|
2021
Q1 | $2.39M | Sell |
13,972
-803
| -5% | -$138K | 1.86% | 17 |
|
|
2020
Q4 | $2.49M | Buy |
+14,775
| New | +$2.49M | 1.89% | 15 |
|