Strategic Wealth Management Group’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$243K Sell
1,168
-26
-2% -$5.41K 0.09% 110
2021
Q1
$203K Sell
1,194
-3
-0.3% -$510 0.08% 130
2020
Q4
$202K Buy
+1,197
New +$202K 0.09% 124