WMS
Wealth Management Solutions’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $280K | Sell |
1,798
-21
| -1% | -$3.27K | 0.19% | 66 |
|
|
2023
Q2 | $326K | Sell |
1,819
-99
| -5% | -$17.7K | 0.21% | 59 |
|
|
2023
Q1 | $372K | Buy |
1,918
+10
| +0.5% | +$1.94K | 0.21% | 55 |
|
|
2022
Q4 | $332K | Sell |
1,908
-610
| -24% | -$106K | 0.17% | 68 |
|
|
2022
Q3 | $407K | Sell |
2,518
-153
| -6% | -$24.7K | 0.24% | 43 |
|
|
2022
Q2 | $488K | Sell |
2,671
-725
| -21% | -$132K | 0.27% | 41 |
|
|
2022
Q1 | $728K | Sell |
3,396
-388
| -10% | -$83.2K | 0.38% | 42 |
|
|
2021
Q4 | $811K | Buy |
+3,784
| New | +$811K | 0.42% | 42 |
|