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True Link Financial Advisors’s United Parcel Service UPS Stock Holding History

True Link Financial Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-51
Closed -$11K – 268
2021
Q4 		$11K Hold
51
– – ﹤0.01% 624
2021
Q3 		$9K Hold
51
– – ﹤0.01% 631
2021
Q2 		$11K Buy
+51
New +$11K ﹤0.01% 551