Groesbeck Investment Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-13,900
| Closed | -$1.63M | – | 96 |
|
|
2019
Q4 | $1.63M | Buy |
+13,900
| New | +$1.63M | 1.2% | 24 |
|
|
2014
Q2 | – | Sell |
-2,600
| Closed | -$253K | – | 99 |
|
|
2014
Q1 | $253K | Sell |
2,600
-100
| -4% | -$9.73K | 0.11% | 77 |
|
|
2013
Q4 | $284K | Hold |
2,700
| – | – | 0.12% | 73 |
|
|
2013
Q3 | $247K | Hold |
2,700
| – | – | 0.11% | 69 |
|
|
2013
Q2 | $233K | Buy |
+2,700
| New | +$233K | 0.1% | 64 |
|