First National Bank Sioux Falls’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-361
| Closed | -$39K | – | 200 |
|
|
2016
Q3 | $39K | Buy |
361
+9
| +3% | +$972 | 0.11% | 136 |
|
|
2016
Q2 | $38K | Hold |
352
| – | – | 0.12% | 122 |
|
|
2016
Q1 | $37K | Buy |
352
+75
| +27% | +$7.88K | 0.12% | 116 |
|
|
2015
Q4 | $27K | Hold |
277
| – | – | 0.09% | 139 |
|
|
2015
Q3 | $27K | Hold |
277
| – | – | 0.09% | 136 |
|
|
2015
Q2 | $27K | Hold |
277
| – | – | 0.08% | 139 |
|
|
2015
Q1 | $27K | Buy |
277
+152
| +122% | +$14.8K | 0.08% | 140 |
|
|
2014
Q4 | $14K | Hold |
125
| – | – | 0.04% | 175 |
|
|
2014
Q3 | $12K | Hold |
125
| – | – | 0.03% | 171 |
|
|
2014
Q2 | $13K | Hold |
125
| – | – | 0.03% | 165 |
|
|
2014
Q1 | $12K | Hold |
125
| – | – | 0.03% | 164 |
|
|
2013
Q4 | $13K | Hold |
125
| – | – | 0.03% | 163 |
|
|
2013
Q3 | $11K | Hold |
125
| – | – | 0.03% | 162 |
|
|
2013
Q2 | $11K | Buy |
+125
| New | +$11K | 0.03% | 162 |
|