Semus Wealth Partners’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	-1,700	Closed	-$265K	–	133
2023 Q3	$265K	Sell	1,700 -10	-0.6%	-$1.56K	0.25%	91
2023 Q2	$307K	Buy	1,710 +83	+5%	+$14.9K	0.28%	79
2023 Q1	$316K	Buy	1,627 +205	+14%	+$39.8K	0.34%	73
2022 Q4	$247K	Buy	+1,422	New	+$247K	0.3%	85