RWQ Financial Management Services’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
-1,325
Closed -$207K 28
2023
Q3
$207K Sell
1,325
-3,050
-70% -$475K 0.22% 20
2023
Q2
$784K Sell
4,375
-4,805
-52% -$861K 0.69% 22
2023
Q1
$1.78M Buy
9,180
+1,075
+13% +$209K 2.13% 14
2022
Q4
$1.41M Buy
+8,105
New +$1.41M 2.79% 17