SWA
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Safir Wealth Advisors’s United Parcel Service UPS Stock Holding History

Safir Wealth Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-300
Closed -$51K – 37
2020
Q4 		$51K Buy
+300
New +$51K 0.05% 35