KKAMG
Kernodle & Katon Asset Management Group’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $1.93M | Buy |
18,013
+338
| +2% | +$36.3K | 1.16% | 20 |
|
|
2016
Q4 | $2.03M | Buy |
17,675
+1,444
| +9% | +$166K | 1.22% | 19 |
|
|
2016
Q3 | $1.78M | Buy |
16,231
+6,269
| +63% | +$686K | 1.1% | 20 |
|
|
2016
Q2 | $1.07M | Buy |
9,962
+4,890
| +96% | +$527K | 0.99% | 23 |
|
|
2016
Q1 | $535K | Buy |
5,072
+4,847
| +2,154% | +$511K | 0.51% | 22 |
|
|
2015
Q4 | $22K | Buy |
+225
| New | +$22K | 0.02% | 160 |
|