RWB
RMR Wealth Builders’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,180
| Closed | -$814K | – | 265 |
|
|
2023
Q4 | $814K | Buy |
5,180
+1,312
| +34% | +$206K | 0.11% | 102 |
|
|
2023
Q3 | $603K | Buy |
+3,868
| New | +$603K | 0.1% | 119 |
|
|
2021
Q2 | – | Sell |
-534
| Closed | -$91K | – | 676 |
|
|
2021
Q1 | $91K | Buy |
534
+409
| +327% | +$69.7K | 0.02% | 280 |
|
|
2020
Q4 | $21K | Buy |
+125
| New | +$21K | 0.01% | 349 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$22K | – | 455 |
|
|
2020
Q2 | $22K | Buy |
+200
| New | +$22K | 0.02% | 304 |
|
|
2019
Q4 | $23K | Buy |
+200
| New | +$23K | 0.02% | 304 |
|