Hedeker Wealth’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 |
-399
| Closed | -$3.65K | – | 166 |
|
|
2016
Q3 | $3.65K | Sell |
399
-6,006
| -94% | -$54.9K | 0.19% | 63 |
|
|
2016
Q2 | $690K | Sell |
6,405
-13,843
| -68% | -$1.49M | 0.6% | 60 |
|
|
2016
Q1 | $2.14M | Sell |
20,248
-1,603
| -7% | -$169K | 2% | 19 |
|
|
2015
Q4 | $2.1M | Sell |
21,851
-36
| -0.2% | -$3.46K | 1.86% | 15 |
|
|
2015
Q3 | $2.16M | Buy |
21,887
+2,781
| +15% | +$274K | 1.88% | 18 |
|
|
2015
Q2 | $1.85M | Buy |
19,106
+70
| +0.4% | +$6.78K | 1.49% | 29 |
|
|
2015
Q1 | $1.87M | Buy |
19,036
+110
| +0.6% | +$10.8K | 1.55% | 26 |
|
|
2014
Q4 | $2.1M | Buy |
+18,926
| New | +$2.1M | 1.7% | 21 |
|