Domani Wealth’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
Q4 | – | Sell |
-1,997
| Closed | -$218K | – | 115 |
|
|
2016
Q3 | $218K | Sell |
1,997
-559
| -22% | -$61K | 0.08% | 110 |
|
|
2016
Q2 | $275K | Sell |
2,556
-302
| -11% | -$32.5K | 0.11% | 92 |
|
|
2016
Q1 | $301K | Buy |
2,858
+135
| +5% | +$14.2K | 0.11% | 97 |
|
|
2015
Q4 | $262K | Buy |
2,723
+398
| +17% | +$38.3K | 0.1% | 102 |
|
|
2015
Q3 | $229K | Buy |
2,325
+90
| +4% | +$8.87K | 0.12% | 88 |
|
|
2015
Q2 | $217K | Buy |
2,235
+2,028
| +980% | +$197K | 0.12% | 85 |
|
|
2015
Q1 | $2.14K | Buy |
+207
| New | +$2.14K | 0.03% | 90 |
|