JVBC
J.V. Bruni & Co’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-8,892
| Closed | -$913K | – | 32 |
|
|
2014
Q2 | $913K | Buy |
8,892
+16
| +0.2% | +$1.64K | 0.17% | 29 |
|
|
2014
Q1 | $864K | Hold |
8,876
| – | – | 0.16% | 30 |
|
|
2013
Q4 | $933K | Buy |
8,876
+218
| +3% | +$22.9K | 0.18% | 30 |
|
|
2013
Q3 | $791K | Sell |
8,658
-204
| -2% | -$18.6K | 0.16% | 31 |
|
|
2013
Q2 | $766K | Buy |
+8,862
| New | +$766K | 0.17% | 31 |
|