Ancora Family Wealth 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
2016
Q3
$760K Buy
6,951
+2,031
+41% +$222K 0.26% 102
2016
Q2
$530K Sell
4,920
-48
-1% -$5.17K 0.2% 118
2016
Q1
$524K Buy
4,968
+126
+3% +$13.3K 0.21% 118
2015
Q4
$466K Sell
4,842
-1,024
-17% -$98.6K 0.2% 126
2015
Q3
$579K Buy
+5,866
New +$579K 0.24% 114