TFO Wealth Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-333
| Closed | -$49.5K | – | 709 |
|
|
2024
Q1 | $49.5K | Hold |
333
| – | – | 0.01% | 57 |
|
|
2023
Q4 | $52.4K | Sell |
333
-4
| -1% | -$629 | 0.01% | 56 |
|
|
2023
Q3 | $60.4K | Buy |
337
+4
| +1% | +$717 | 0.01% | 80 |
|
|
2023
Q2 | $59.7K | Sell |
333
-536
| -62% | -$96.1K | 0.01% | 69 |
|
|
2023
Q1 | $169K | Buy |
869
+867
| +43,350% | +$168K | 0.04% | 44 |
|
|
2022
Q4 | $77 | Buy |
+2
| New | +$77 | ﹤0.01% | 820 |
|
|
2022
Q3 | – | Sell |
-47
| Closed | -$9K | – | 476 |
|
|
2022
Q2 | $9K | Buy |
+47
| New | +$9K | ﹤0.01% | 145 |
|