WFA
West Financial Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-31
| Closed | -$4.83K | – | 203 |
|
|
2023
Q3 | $4.83K | Buy |
+31
| New | +$4.83K | ﹤0.01% | 156 |
|
|
2022
Q2 | – | Sell |
-35
| Closed | -$8K | – | 197 |
|
|
2022
Q1 | $8K | Sell |
35
-165
| -83% | -$37.7K | ﹤0.01% | 148 |
|
|
2021
Q4 | $43K | Hold |
200
| – | – | 0.01% | 114 |
|
|
2021
Q3 | $36K | Hold |
200
| – | – | 0.01% | 108 |
|
|
2021
Q2 | $42K | Hold |
200
| – | – | 0.01% | 95 |
|
|
2021
Q1 | $34K | Hold |
200
| – | – | 0.01% | 100 |
|
|
2020
Q4 | $34K | Buy |
+200
| New | +$34K | 0.01% | 98 |
|