WAM
Worth Asset Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-160
| Closed | -$31K | – | 538 |
|
|
2023
Q1 | $31K | Buy |
160
+58
| +57% | +$11.2K | 0.02% | 221 |
|
|
2022
Q4 | $17.8K | Hold |
102
| – | – | 0.01% | 269 |
|
|
2022
Q3 | $16K | Buy |
102
+1
| +1% | +$157 | 0.01% | 240 |
|
|
2022
Q2 | $19K | Sell |
101
-50
| -33% | -$9.41K | 0.01% | 303 |
|
|
2022
Q1 | $27K | Buy |
+151
| New | +$27K | 0.02% | 275 |
|