Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-56,280
| Closed | -$5.53M | – | 93 |
|
|
2014
Q3 | $5.53M | Buy |
56,280
+11,625
| +26% | +$1.14M | 2.52% | 11 |
|
|
2014
Q2 | $4.58M | Buy |
44,655
+5,750
| +15% | +$590K | 2.23% | 19 |
|
|
2014
Q1 | $3.79M | Buy |
+38,905
| New | +$3.79M | 1.97% | 27 |
|
|
2013
Q3 | – | Sell |
-5,055
| Closed | -$437K | – | 79 |
|
|
2013
Q2 | $437K | Buy |
+5,055
| New | +$437K | 0.27% | 57 |
|