Ken Stern & Associates’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $308K | Buy |
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|
2018
Q2 | $275K | Buy |
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|
2018
Q1 | $269K | Sell |
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|
2017
Q4 | $312K | Sell |
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|
2017
Q3 | $320K | Sell |
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|
2017
Q2 | $300K | Hold |
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|
2017
Q1 | $289K | Sell |
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|
2016
Q4 | $530K | Sell |
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|
2016
Q3 | $510K | Buy |
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|
2016
Q2 | $502K | Buy |
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|
2016
Q1 | $474K | Buy |
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|
2015
Q4 | $377K | Buy |
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|
2015
Q3 | $371K | Buy |
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|
2015
Q2 | $304K | Buy |
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|
2015
Q1 | $272K | Buy |
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|
2014
Q4 | $224K | Buy |
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