DPA
Delphi Private Advisors’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-227
| Closed | -$24K | – | 106 |
|
|
2017
Q2 | $24K | Buy |
+227
| New | +$24K | 0.05% | 65 |
|
|
2017
Q1 | – | Sell |
-76
| Closed | -$9K | – | 286 |
|
|
2016
Q4 | $9K | Sell |
76
-19
| -20% | -$2.25K | 0.02% | 110 |
|
|
2016
Q3 | $10K | Sell |
95
-131
| -58% | -$13.8K | 0.02% | 115 |
|
|
2016
Q2 | $24K | Sell |
226
-1
| -0.4% | -$106 | 0.04% | 78 |
|
|
2016
Q1 | $24K | Sell |
227
-30
| -12% | -$3.17K | 0.04% | 85 |
|
|
2015
Q4 | $25K | Buy |
+257
| New | +$25K | 0.04% | 90 |
|