Kessler Investment Group’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-67
| Closed | -$7K | – | 106 |
|
|
2017
Q2 | $7K | Hold |
67
| – | – | 0.01% | 73 |
|
|
2017
Q1 | $7K | Hold |
67
| – | – | 0.01% | 82 |
|
|
2016
Q4 | $8K | Hold |
67
| – | – | 0.01% | 78 |
|
|
2016
Q3 | $7K | Hold |
67
| – | – | 0.01% | 73 |
|
|
2016
Q2 | $7K | Hold |
67
| – | – | 0.01% | 78 |
|
|
2016
Q1 | $7K | Hold |
67
| – | – | 0.01% | 79 |
|
|
2015
Q4 | $6K | Hold |
67
| – | – | 0.01% | 84 |
|
|
2015
Q3 | $7K | Sell |
67
-31
| -32% | -$3.24K | 0.01% | 74 |
|
|
2015
Q2 | $9K | Hold |
98
| – | – | 0.01% | 85 |
|
|
2015
Q1 | $10K | Hold |
98
| – | – | 0.02% | 79 |
|
|
2014
Q4 | $11K | Hold |
98
| – | – | 0.02% | 88 |
|
|
2014
Q3 | $10K | Hold |
98
| – | – | 0.02% | 90 |
|
|
2014
Q2 | $10K | Hold |
98
| – | – | 0.02% | 85 |
|
|
2014
Q1 | $10K | Hold |
98
| – | – | 0.02% | 77 |
|
|
2013
Q4 | $10K | Buy |
+98
| New | +$10K | 0.02% | 86 |
|
|
2013
Q3 | – | Sell |
-98
| Closed | -$8K | – | 181 |
|
|
2013
Q2 | $8K | Buy |
+98
| New | +$8K | 0.02% | 63 |
|