REDW Wealth’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,107
| Closed | -$484K | – | 154 |
|
|
2023
Q3 | $484K | Hold |
3,107
| – | – | 0.15% | 81 |
|
|
2023
Q2 | $557K | Buy |
+3,107
| New | +$557K | 0.17% | 73 |
|
|
2018
Q4 | – | Sell |
-2,599
| Closed | -$303K | – | 88 |
|
|
2018
Q3 | $303K | Hold |
2,599
| – | – | 0.2% | 57 |
|
|
2018
Q2 | $276K | Buy |
+2,599
| New | +$276K | 0.2% | 58 |
|