SWS
SYSTM Wealth Solutions’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,348
| Closed | -$2.51M | – | 605 |
|
|
2024
Q2 | $2.51M | Sell |
18,348
-21,652
| -54% | -$2.96M | 0.56% | 61 |
|
|
2024
Q1 | $5.95M | Sell |
40,000
-1,974
| -5% | -$293K | 0.75% | 29 |
|
|
2023
Q4 | $6.6M | Buy |
41,974
+2,463
| +6% | +$387K | 0.91% | 17 |
|
|
2023
Q3 | $6.16M | Sell |
39,511
-23,348
| -37% | -$3.64M | 0.95% | 15 |
|
|
2023
Q2 | $11.3M | Buy |
62,859
+2,791
| +5% | +$500K | 1.53% | 6 |
|
|
2023
Q1 | $11.7M | Sell |
60,068
-4,202
| -7% | -$815K | 1.79% | 3 |
|
|
2022
Q4 | $11.2M | Buy |
+64,270
| New | +$11.2M | 1.39% | 6 |
|