Capstone Financial 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 | – | Sell |
-1,715
| Closed | -$204K | – | 101 |
|
|
2017
Q4 | $204K | Hold |
1,715
| – | – | 0.08% | 72 |
|
|
2017
Q3 | $206K | Buy |
+1,715
| New | +$206K | 0.09% | 67 |
|
|
2017
Q1 | – | Sell |
-1,845
| Closed | -$212K | – | 79 |
|
|
2016
Q4 | $212K | Sell |
1,845
-65
| -3% | -$7.47K | 0.1% | 59 |
|
|
2016
Q3 | $209K | Buy |
+1,910
| New | +$209K | 0.11% | 59 |
|