Gary Goldberg Planning Services’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 | $58K | Buy |
523
+2
| +0.4% | +$222 | 0.02% | 197 |
|
|
2014
Q3 | $51K | Buy |
521
+1
| +0.2% | +$98 | 0.02% | 222 |
|
|
2014
Q2 | $53K | Sell |
520
-148
| -22% | -$15.1K | 0.02% | 213 |
|
|
2014
Q1 | $65K | Buy |
668
+151
| +29% | +$14.7K | 0.03% | 196 |
|
|
2013
Q4 | $54K | Buy |
517
+2
| +0.4% | +$209 | 0.03% | 196 |
|
|
2013
Q3 | $47K | Buy |
515
+1
| +0.2% | +$91 | 0.03% | 204 |
|
|
2013
Q2 | $44K | Buy |
+514
| New | +$44K | 0.03% | 198 |
|