Israel Discount Bank of New York’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-225
| Closed | -$25K | – | 346 |
|
|
2019
Q1 | $25K | Hold |
225
| – | – | 0.02% | 310 |
|
|
2018
Q4 | $22K | Hold |
225
| – | – | 0.02% | 308 |
|
|
2018
Q3 | $26K | Hold |
225
| – | – | 0.02% | 315 |
|
|
2018
Q2 | $24K | Hold |
225
| – | – | 0.02% | 360 |
|
|
2018
Q1 | $24K | Hold |
225
| – | – | 0.02% | 366 |
|
|
2017
Q4 | $27K | Hold |
225
| – | – | 0.02% | 362 |
|
|
2017
Q3 | $27K | Buy |
225
+25
| +13% | +$3K | 0.02% | 354 |
|
|
2017
Q2 | $22K | Hold |
200
| – | – | 0.02% | 361 |
|
|
2017
Q1 | $21K | Sell |
200
-100
| -33% | -$10.5K | 0.02% | 371 |
|
|
2016
Q4 | $34K | Buy |
+300
| New | +$34K | 0.03% | 337 |
|