Douglas C. Lane & Associates’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $2.87M | Sell |
29,829
-325
| -1% | -$31.3K | 0.08% | 135 |
|
|
2015
Q3 | $2.98M | Sell |
30,154
-2,036
| -6% | -$201K | 0.08% | 132 |
|
|
2015
Q2 | $3.12M | Sell |
32,190
-2,450
| -7% | -$237K | 0.08% | 132 |
|
|
2015
Q1 | $3.36M | Sell |
34,640
-3,475
| -9% | -$337K | 0.09% | 126 |
|
|
2014
Q4 | $4.24M | Sell |
38,115
-1,115
| -3% | -$124K | 0.11% | 120 |
|
|
2014
Q3 | $3.86M | Sell |
39,230
-689
| -2% | -$67.7K | 0.12% | 118 |
|
|
2014
Q2 | $4.1M | Sell |
39,919
-1,758
| -4% | -$180K | 0.12% | 120 |
|
|
2014
Q1 | $4.06M | Sell |
41,677
-4,341
| -9% | -$423K | 0.13% | 113 |
|
|
2013
Q4 | $4.84M | Sell |
46,018
-1,754
| -4% | -$184K | 0.16% | 104 |
|
|
2013
Q3 | $4.37M | Buy |
47,772
+6,228
| +15% | +$569K | 0.16% | 105 |
|
|
2013
Q2 | $3.59M | Buy |
+41,544
| New | +$3.59M | 0.14% | 108 |
|