JWM
Jacobus Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-1,525
| Closed | -$161K | – | 256 |
|
|
2016
Q1 | $161K | Buy |
+1,525
| New | +$161K | 0.05% | 221 |
|
|
2015
Q2 | – | Sell |
-1,359
| Closed | -$132K | – | 321 |
|
|
2015
Q1 | $132K | Sell |
1,359
-725
| -35% | -$70.4K | 0.03% | 262 |
|
|
2014
Q4 | $232K | Hold |
2,084
| – | – | 0.06% | 189 |
|
|
2014
Q3 | $205K | Buy |
2,084
+604
| +41% | +$59.4K | 0.06% | 207 |
|
|
2014
Q2 | $152K | Hold |
1,480
| – | – | 0.04% | 250 |
|
|
2014
Q1 | $144K | Hold |
1,480
| – | – | 0.04% | 254 |
|
|
2013
Q4 | $156K | Buy |
1,480
+105
| +8% | +$11.1K | 0.05% | 238 |
|
|
2013
Q3 | $126K | Hold |
1,375
| – | – | 0.04% | 220 |
|
|
2013
Q2 | $119K | Buy |
+1,375
| New | +$119K | 0.04% | 213 |
|