Jamison Eaton & Wood’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $2.12M | Buy |
21,826
+2,575
| +13% | +$250K | 0.6% | 52 |
|
|
2014
Q4 | $2.14M | Sell |
19,251
-1,050
| -5% | -$117K | 0.59% | 51 |
|
|
2014
Q3 | $2M | Buy |
20,301
+9,100
| +81% | +$894K | 0.56% | 53 |
|
|
2014
Q2 | $1.15M | Buy |
11,201
+2,347
| +27% | +$241K | 0.32% | 68 |
|
|
2014
Q1 | $862K | Sell |
8,854
-2,100
| -19% | -$204K | 0.24% | 76 |
|
|
2013
Q4 | $1.15M | Hold |
10,954
| – | – | 0.3% | 71 |
|
|
2013
Q3 | $1M | Sell |
10,954
-2,900
| -21% | -$265K | 0.28% | 73 |
|
|
2013
Q2 | $1.2M | Buy |
+13,854
| New | +$1.2M | 0.35% | 68 |
|