Independent Portfolio Consultants’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $861K | Sell |
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|
2017
Q1 | $899K | Sell |
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|
2016
Q4 | $964K | Sell |
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|
2016
Q3 | $933K | Sell |
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|
2016
Q2 | $944K | Buy |
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|
2016
Q1 | $867K | Buy |
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|
2015
Q4 | $790K | Sell |
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|
2015
Q3 | $1.27M | Buy |
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|
2015
Q2 | $1.22M | Buy |
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|
2015
Q1 | $1.05M | Sell |
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|
2014
Q4 | $1.22M | Buy |
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|
2014
Q3 | $550K | Buy |
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|
2014
Q2 | $397K | Hold |
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|
2014
Q1 | $376K | Sell |
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|
2013
Q4 | $525K | Buy |
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|
2013
Q3 | $354K | Hold |
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|
2013
Q2 | $335K | Buy |
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