Financial & Investment Management Group’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
Q2 | – | Sell |
-2,225
| Closed | -$216K | – | 131 |
|
|
2015
Q1 | $216K | Buy |
+2,225
| New | +$216K | 0.05% | 115 |
|
|
2014
Q3 | – | Sell |
-2,405
| Closed | -$247K | – | 114 |
|
|
2014
Q2 | $247K | Sell |
2,405
-100
| -4% | -$10.3K | 0.07% | 96 |
|
|
2014
Q1 | $244K | Sell |
2,505
-163
| -6% | -$15.9K | 0.07% | 102 |
|
|
2013
Q4 | $280K | Buy |
2,668
+60
| +2% | +$6.3K | 0.09% | 105 |
|
|
2013
Q3 | $238K | Sell |
2,608
-460
| -15% | -$42K | 0.09% | 74 |
|
|
2013
Q2 | $265K | Buy |
+3,068
| New | +$265K | 0.15% | 54 |
|