Davidson & Garrard’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
Q3 | $232K | Hold |
1,929
| – | – | 0.05% | 167 |
|
|
2017
Q2 | $213K | Buy |
1,929
+58
| +3% | +$6.4K | 0.05% | 169 |
|
|
2017
Q1 | $201K | Buy |
+1,871
| New | +$201K | 0.05% | 175 |
|
|
2015
Q1 | – | Sell |
-1,959
| Closed | -$218K | – | 192 |
|
|
2014
Q4 | $218K | Buy |
+1,959
| New | +$218K | 0.05% | 169 |
|
|
2014
Q3 | – | Sell |
-2,108
| Closed | -$216K | – | 181 |
|
|
2014
Q2 | $216K | Sell |
2,108
-34
| -2% | -$3.48K | 0.05% | 167 |
|
|
2014
Q1 | $209K | Buy |
2,142
+1
| +0% | +$98 | 0.05% | 171 |
|
|
2013
Q4 | $225K | Buy |
+2,141
| New | +$225K | 0.06% | 173 |
|