Wealth Advisors of Tampa Bay’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,200
Closed -$219K 93
2022
Q2
$219K Hold
1,200
0.07% 90
2022
Q1
$258K Sell
1,200
-400
-25% -$86K 0.07% 90
2021
Q4
$343K Buy
+1,600
New +$343K 0.08% 88