Alley Company’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-24,297
| Closed | -$2.34M | – | 79 |
|
2015
Q4 | $2.34M | Buy |
24,297
+213
| +0.9% | +$20.5K | 1.14% | 39 |
|
2015
Q3 | $2.38M | Buy |
24,084
+6,599
| +38% | +$651K | 1.22% | 38 |
|
2015
Q2 | $1.69M | Buy |
17,485
+5,618
| +47% | +$544K | 0.83% | 53 |
|
2015
Q1 | $1.15M | Buy |
+11,867
| New | +$1.15M | 0.56% | 61 |
|