Quotient Wealth Partners’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,472
Closed -$201K 340
2024
Q3
$201K Sell
1,472
-846
-36% -$115K 0.01% 314
2024
Q2
$317K Buy
2,318
+685
+42% +$93.8K 0.01% 242
2024
Q1
$243K Buy
+1,633
New +$243K 0.01% 264