Investors Capital Advisory Services’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
Q2 | $500K | Sell |
4,648
-41
| -0.9% | -$4.41K | 0.1% | 274 |
|
|
2016
Q1 | $494K | Buy |
4,689
+798
| +21% | +$84.1K | 0.1% | 272 |
|
|
2015
Q4 | $374K | Buy |
3,891
+100
| +3% | +$9.61K | 0.07% | 377 |
|
|
2015
Q3 | $374K | Sell |
3,791
-144
| -4% | -$14.2K | 0.08% | 371 |
|
|
2015
Q2 | $381K | Sell |
3,935
-187
| -5% | -$18.1K | 0.07% | 395 |
|
|
2015
Q1 | $399K | Sell |
4,122
-301
| -7% | -$29.1K | 0.07% | 372 |
|
|
2014
Q4 | $491K | Sell |
4,423
-1,506
| -25% | -$167K | 0.09% | 305 |
|
|
2014
Q3 | $582K | Sell |
5,929
-205
| -3% | -$20.1K | 0.11% | 257 |
|
|
2014
Q2 | $629K | Sell |
6,134
-1,058
| -15% | -$108K | 0.1% | 295 |
|
|
2014
Q1 | $700K | Buy |
7,192
+2,867
| +66% | +$279K | 0.15% | 206 |
|
|
2013
Q4 | $454K | Sell |
4,325
-885
| -17% | -$92.9K | 0.11% | 281 |
|
|
2013
Q3 | $476K | Buy |
5,210
+1,288
| +33% | +$118K | 0.12% | 252 |
|
|
2013
Q2 | $339K | Buy |
+3,922
| New | +$339K | 0.1% | 278 |
|