TRIA
Trail Ridge Investment Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,200
| Closed | -$1.11M | – | 113 |
|
|
2023
Q2 | $1.11M | Hold |
6,200
| – | – | 0.69% | 46 |
|
|
2023
Q1 | $1.2M | Hold |
6,200
| – | – | 0.78% | 44 |
|
|
2022
Q4 | $1.08M | Sell |
6,200
-238
| -4% | -$41.4K | 0.74% | 45 |
|
|
2022
Q3 | $1.15M | Sell |
6,438
-1
| -0% | -$178 | 0.76% | 45 |
|
|
2022
Q2 | $1.18M | Sell |
6,439
-185
| -3% | -$33.8K | 0.8% | 41 |
|
|
2022
Q1 | $1.42M | Hold |
6,624
| – | – | 0.87% | 35 |
|
|
2021
Q4 | $1.42M | Buy |
+6,624
| New | +$1.42M | 0.85% | 37 |
|