PS
Planned Solutions’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-370
| Closed | -$50.4K | – | 596 |
|
|
2024
Q3 | $50.4K | Buy |
+370
| New | +$50.4K | 0.02% | 300 |
|
|
2024
Q1 | – | Sell |
-1,070
| Closed | -$168K | – | 519 |
|
|
2023
Q4 | $168K | Buy |
+1,070
| New | +$168K | 0.08% | 107 |
|
|
2021
Q1 | – | Sell |
-667
| Closed | -$112K | – | 383 |
|
|
2020
Q4 | $112K | Hold |
667
| – | – | 0.09% | 90 |
|
|
2020
Q3 | $111K | Buy |
+667
| New | +$111K | 0.11% | 75 |
|