Sendero Wealth Management’s United Parcel Service UPS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,606	Closed	-$841K	–	114
2022 Q2	$841K	Sell	4,606 -445	-9%	-$81.3K	0.81%	36
2022 Q1	$1.08M	Sell	5,051 -1,334	-21%	-$286K	0.5%	27
2021 Q4	$1.37M	Buy	+6,385	New	+$1.37M	0.61%	27