JMFC
J.M. Forbes & Co’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-61,992
| Closed | -$7.11M | – | 109 |
|
|
2016
Q4 | $7.11M | Buy |
61,992
+291
| +0.5% | +$33.4K | 1.96% | 23 |
|
|
2016
Q3 | $6.75M | Sell |
61,701
-1,159
| -2% | -$127K | 1.84% | 23 |
|
|
2016
Q2 | $6.77M | Buy |
62,860
+1,544
| +3% | +$166K | 1.87% | 24 |
|
|
2016
Q1 | $6.47M | Buy |
61,316
+1,385
| +2% | +$146K | 1.85% | 28 |
|
|
2015
Q4 | $5.77M | Sell |
59,931
-158
| -0.3% | -$15.2K | 1.54% | 33 |
|
|
2015
Q3 | $5.93M | Sell |
60,089
-120
| -0.2% | -$11.8K | 1.69% | 30 |
|
|
2015
Q2 | $5.84M | Sell |
60,209
-1,007
| -2% | -$97.6K | 1.57% | 32 |
|
|
2015
Q1 | $5.93M | Sell |
61,216
-314
| -0.5% | -$30.4K | 1.57% | 34 |
|
|
2014
Q4 | $6.22M | Buy |
+61,530
| New | +$6.22M | 1.63% | 34 |
|