KMS Financial Services’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.03M | Buy |
10,435
+275
| +3% | +$27K | 0.14% | 158 |
|
|
2014
Q2 | $1.04M | Sell |
10,160
-207
| -2% | -$21.3K | 0.15% | 152 |
|
|
2014
Q1 | $1.01M | Buy |
10,367
+2,100
| +25% | +$205K | 0.16% | 144 |
|
|
2013
Q4 | $869K | Buy |
8,267
+1,758
| +27% | +$185K | 0.15% | 160 |
|
|
2013
Q3 | $595K | Buy |
6,509
+1,438
| +28% | +$131K | 0.14% | 168 |
|
|
2013
Q2 | $437K | Buy |
+5,071
| New | +$437K | 0.12% | 204 |
|