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WMG Financial Advisors’s United Parcel Service UPS Stock Holding History

WMG Financial Advisors’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,118
Closed -$240K – 178
2022
Q1 		$240K Sell
1,118
-287
-20% -$61.6K 0.18% 138
2021
Q4 		$301K Buy
+1,405
New +$301K 0.23% 115