Elite Wealth Management’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
Q1 | – | Sell |
-8,819
| Closed | -$980K | – | 71 |
|
|
2014
Q4 | $980K | Buy |
8,819
+1,860
| +27% | +$207K | 0.93% | 25 |
|
|
2014
Q3 | $684K | Sell |
6,959
-2,372
| -25% | -$233K | 0.62% | 30 |
|
|
2014
Q2 | $958K | Sell |
9,331
-3,665
| -28% | -$376K | 0.95% | 22 |
|
|
2014
Q1 | $1.27M | Buy |
12,996
+2,604
| +25% | +$254K | 1.03% | 25 |
|
|
2013
Q4 | $1.09M | Buy |
10,392
+8,985
| +639% | +$944K | 0.8% | 31 |
|
|
2013
Q3 | $129K | Buy |
+1,407
| New | +$129K | 0.11% | 103 |
|