Schwarz Dygos Wheeler Investment Advisors’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 Q2	–	Sell	-1,219	Closed	-$237K	–	144
2023 Q1	$237K	Buy	1,219 +22	+2%	+$4.27K	0.09%	118
2022 Q4	$208K	Buy	+1,197	New	+$208K	0.08%	121