GIA
Gargoyle Investment Advisor’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-22,314
| Closed | -$2.56M | – | 218 |
|
|
2016
Q4 | $2.56M | Buy |
22,314
+8,076
| +57% | +$926K | 1% | 43 |
|
|
2016
Q3 | $1.56M | Hold |
14,238
| – | – | 0.59% | 76 |
|
|
2016
Q2 | $1.53M | Hold |
14,238
| – | – | 0.57% | 78 |
|
|
2016
Q1 | $1.5M | Buy |
+14,238
| New | +$1.5M | 0.51% | 88 |
|