Investment Counsel’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,782
| Closed | -$451K | – | 57 |
|
|
2017
Q4 | $451K | Hold |
3,782
| – | – | 0.36% | 50 |
|
|
2017
Q3 | $454K | Sell |
3,782
-500
| -12% | -$60K | 0.37% | 51 |
|
|
2017
Q2 | $474K | Sell |
4,282
-850
| -17% | -$94.1K | 0.4% | 51 |
|
|
2017
Q1 | $551K | Buy |
5,132
+300
| +6% | +$32.2K | 0.46% | 50 |
|
|
2016
Q4 | $554K | Buy |
4,832
+175
| +4% | +$20.1K | 0.48% | 48 |
|
|
2016
Q3 | $509K | Sell |
4,657
-900
| -16% | -$98.4K | 0.45% | 51 |
|
|
2016
Q2 | $599K | Hold |
5,557
| – | – | 0.48% | 49 |
|
|
2016
Q1 | $586K | Sell |
5,557
-1,358
| -20% | -$143K | 0.55% | 47 |
|
|
2015
Q4 | $665K | Buy |
+6,915
| New | +$665K | 0.59% | 48 |
|