FDO Partners’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 |
-3,442
| Closed | -$410K | – | 123 |
|
|
2017
Q4 | $410K | Buy |
+3,442
| New | +$410K | 0.35% | 119 |
|
|
2017
Q2 | – | Sell |
-24,328
| Closed | -$2.61M | – | 300 |
|
|
2017
Q1 | $2.61M | Buy |
+24,328
| New | +$2.61M | 0.65% | 57 |
|
|
2016
Q2 | – | Sell |
-5,023
| Closed | -$530K | – | 283 |
|
|
2016
Q1 | $530K | Sell |
5,023
-3,613
| -42% | -$381K | 0.34% | 112 |
|
|
2015
Q4 | $831K | Buy |
+8,636
| New | +$831K | 0.47% | 91 |
|