Insight Capital Research & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-7,668
| Closed | -$852K | – | 140 |
|
|
2014
Q4 | $852K | Sell |
7,668
-49
| -0.6% | -$5.44K | 0.22% | 106 |
|
|
2014
Q3 | $759K | Sell |
7,717
-6
| -0.1% | -$590 | 0.2% | 98 |
|
|
2014
Q2 | $793K | Sell |
7,723
-24
| -0.3% | -$2.46K | 0.18% | 98 |
|
|
2014
Q1 | $754K | Buy |
7,747
+540
| +7% | +$52.6K | 0.17% | 104 |
|
|
2013
Q4 | $757K | Buy |
7,207
+28
| +0.4% | +$2.94K | 0.17% | 113 |
|
|
2013
Q3 | $705K | Buy |
7,179
+231
| +3% | +$22.7K | 0.17% | 117 |
|
|
2013
Q2 | $601K | Buy |
+6,948
| New | +$601K | 0.16% | 142 |
|