Gerstein Fisher’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
Q1 | – | Sell |
-2,012
| Closed | -$223K | – | 417 |
|
|
2014
Q4 | $223K | Buy |
+2,012
| New | +$223K | 0.04% | 352 |
|
|
2014
Q3 | – | Sell |
-2,040
| Closed | -$209K | – | 400 |
|
|
2014
Q2 | $209K | Buy |
+2,040
| New | +$209K | 0.04% | 314 |
|
|
2014
Q1 | – | Sell |
-3,852
| Closed | -$741K | – | 433 |
|
|
2013
Q4 | $741K | Buy |
+3,852
| New | +$741K | 0.03% | 332 |
|
|
2013
Q3 | – | Sell |
-4,541
| Closed | -$393K | – | 378 |
|
|
2013
Q2 | $393K | Buy |
+4,541
| New | +$393K | 0.09% | 187 |
|