CrestPoint Capital Management’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 | $226K | Sell |
1,900
-3,000
| -61% | -$357K | 0.13% | 170 |
|
|
2017
Q3 | $588K | Buy |
4,900
+1,200
| +32% | +$144K | 0.26% | 130 |
|
|
2017
Q2 | $409K | Sell |
3,700
-400
| -10% | -$44.2K | 0.19% | 163 |
|
|
2017
Q1 | $440K | Hold |
4,100
| – | – | 0.21% | 147 |
|
|
2016
Q4 | $470K | Buy |
4,100
+400
| +11% | +$45.9K | 0.24% | 141 |
|
|
2016
Q3 | $405K | Hold |
3,700
| – | – | 0.21% | 153 |
|
|
2016
Q2 | $399K | Hold |
3,700
| – | – | 0.21% | 149 |
|
|
2016
Q1 | $390K | Buy |
+3,700
| New | +$390K | 0.21% | 149 |
|