SFA
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Source Financial Advisors’s United Parcel Service UPS Stock Holding History

Source Financial Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-2,803
Closed -$476K – 115
2021
Q1 		$476K Buy
2,803
+10
+0.4% +$1.7K 0.13% 74
2020
Q4 		$470K Buy
+2,793
New +$470K 0.13% 76