WR Wealth Planners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $26.4K | Sell |
210
-30
| -13% | -$3.78K | 0.01% | 417 |
|
|
2024
Q3 | $32.7K | Buy |
240
+89
| +59% | +$12.1K | 0.01% | 403 |
|
|
2024
Q2 | $20.6K | Sell |
151
-6
| -4% | -$819 | 0.01% | 441 |
|
|
2024
Q1 | $23.3K | Buy |
+157
| New | +$23.3K | 0.01% | 425 |
|
|
2023
Q4 | – | Sell |
-94
| Closed | -$14.6K | – | 821 |
|
|
2023
Q3 | $14.6K | Sell |
94
-15
| -14% | -$2.33K | 0.01% | 480 |
|
|
2023
Q2 | $19.5K | Sell |
109
-7
| -6% | -$1.25K | 0.01% | 443 |
|
|
2023
Q1 | $22.4K | Buy |
116
+22
| +23% | +$4.25K | 0.01% | 414 |
|
|
2022
Q4 | $16.3K | Buy |
94
+1
| +1% | +$173 | 0.01% | 228 |
|
|
2022
Q3 | $15.1K | Hold |
93
| – | – | 0.01% | 226 |
|
|
2022
Q2 | $17K | Hold |
93
| – | – | 0.01% | 238 |
|
|
2022
Q1 | $19.9K | Buy |
+93
| New | +$19.9K | 0.01% | 232 |
|