Tempus Wealth Planning’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,073
Closed -$208K 193
2023
Q1
$208K Sell
1,073
-84
-7% -$16.3K 0.1% 166
2022
Q4
$201K Buy
+1,157
New +$201K 0.12% 174