Cornerstone Financial Partners’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
Q4 | $933K | Buy |
7,800
+4,909
| +170% | +$587K | 0.3% | 59 |
|
|
2017
Q3 | $348K | Buy |
2,891
+551
| +24% | +$66.3K | 0.13% | 89 |
|
|
2017
Q2 | $260K | Sell |
2,340
-777
| -25% | -$86.3K | 0.1% | 104 |
|
|
2017
Q1 | $333K | Sell |
3,117
-109
| -3% | -$11.6K | 0.11% | 115 |
|
|
2016
Q4 | $371K | Sell |
3,226
-377
| -10% | -$43.4K | 0.12% | 118 |
|
|
2016
Q3 | $393K | Buy |
3,603
+570
| +19% | +$62.2K | 0.14% | 109 |
|
|
2016
Q2 | $323K | Sell |
3,033
-548
| -15% | -$58.4K | 0.11% | 121 |
|
|
2016
Q1 | $374K | Sell |
3,581
-4,010
| -53% | -$419K | 0.14% | 114 |
|
|
2015
Q4 | $737K | Buy |
+7,591
| New | +$737K | 0.27% | 93 |
|