CT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-725
| Closed | -$76.5K | – | 664 |
|
|
2016
Q1 | $76.5K | Hold |
725
| – | – | 0.04% | 240 |
|
|
2015
Q4 | $69.8K | Hold |
725
| – | – | 0.04% | 254 |
|
|
2015
Q3 | $71.6K | Hold |
725
| – | – | 0.04% | 252 |
|
|
2015
Q2 | $70.3K | Hold |
725
| – | – | 0.04% | 263 |
|
|
2015
Q1 | $70.3K | Hold |
725
| – | – | 0.04% | 267 |
|
|
2014
Q4 | $80.6K | Buy |
+725
| New | +$80.6K | 0.06% | 188 |
|
|
2014
Q1 | $70.3K | Buy |
+725
| New | +$70.3K | 0.04% | 267 |
|