Evanson Asset 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
2018
Q1
Sell
-2,519
Closed -$300K 259
2017
Q4
$300K Buy
+2,519
New +$300K 0.06% 192
2015
Q2
Sell
-2,705
Closed -$262K 221
2015
Q1
$262K Buy
+2,705
New +$262K 0.09% 156