SWM
Selective Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,304
| Closed | -$205K | – | 106 |
|
|
2023
Q4 | $205K | Sell |
1,304
-178
| -12% | -$27.9K | 0.1% | 84 |
|
|
2023
Q3 | $228K | Sell |
1,482
-765
| -34% | -$118K | 0.13% | 75 |
|
|
2023
Q2 | $407K | Buy |
+2,247
| New | +$407K | 0.2% | 62 |
|
|
2022
Q4 | $466K | Buy |
2,618
+746
| +40% | +$133K | 0.25% | 54 |
|
|
2022
Q3 | $302K | Sell |
1,872
-1,325
| -41% | -$214K | 0.13% | 94 |
|
|
2022
Q2 | $584K | Buy |
3,197
+55
| +2% | +$10K | 0.21% | 65 |
|
|
2022
Q1 | $674K | Buy |
3,142
+112
| +4% | +$24K | 0.24% | 51 |
|
|
2021
Q4 | $649K | Sell |
3,030
-250
| -8% | -$53.5K | 0.26% | 49 |
|
|
2021
Q3 | $597K | Sell |
3,280
-1,940
| -37% | -$353K | 0.32% | 40 |
|
|
2021
Q2 | $1.09M | Sell |
5,220
-1,250
| -19% | -$260K | 0.87% | 22 |
|
|
2021
Q1 | $1.1M | Sell |
6,470
-6,055
| -48% | -$1.03M | 1% | 22 |
|
|
2020
Q4 | $2.11M | Buy |
12,525
+500
| +4% | +$84.2K | 1.36% | 19 |
|
|
2020
Q3 | $2M | Hold |
12,025
| – | – | 1.57% | 18 |
|
|
2020
Q2 | $1.34M | Buy |
+12,025
| New | +$1.34M | 1.11% | 18 |
|