SSA
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Sierra Summit Advisors’s United Parcel Service UPS Stock Holding History

Sierra Summit Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,680
Closed -$250K – 164
2024
Q1 		$250K Buy
1,680
+21
+1% +$3.12K 0.07% 141
2023
Q4 		$261K Buy
+1,659
New +$261K 0.08% 154