Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-668
| Closed | -$72K | – | 522 |
|
|
2017
Q1 | $72K | Hold |
668
| – | – | 0.02% | 202 |
|
|
2016
Q4 | $77K | Buy |
+668
| New | +$77K | 0.02% | 186 |
|
|
2016
Q1 | – | Sell |
-96
| Closed | -$9K | – | 626 |
|
|
2015
Q4 | $9K | Buy |
+96
| New | +$9K | ﹤0.01% | 389 |
|
|
2015
Q3 | – | Sell |
-269
| Closed | -$26K | – | 607 |
|
|
2015
Q2 | $26K | Buy |
+269
| New | +$26K | 0.01% | 285 |
|