Allegis Investment Advisors’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $575K | Buy |
5,493
+26
| +0.5% | +$2.72K | 0.18% | 116 |
|
|
2017
Q4 | $651K | Buy |
5,467
+1,385
| +34% | +$165K | 0.19% | 122 |
|
|
2017
Q3 | $490K | Buy |
4,082
+992
| +32% | +$119K | 0.12% | 161 |
|
|
2017
Q2 | $342K | Buy |
+3,090
| New | +$342K | 0.09% | 192 |
|
|
2016
Q1 | – | Sell |
-510
| Closed | -$49K | – | 855 |
|
|
2015
Q4 | $49K | Buy |
+510
| New | +$49K | 0.03% | 335 |
|