Lau Associates’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 | – | Sell |
-6,624
| Closed | -$680K | – | 66 |
|
|
2014
Q2 | $680K | Hold |
6,624
| – | – | 0.61% | 36 |
|
|
2014
Q1 | $645K | Sell |
6,624
-400
| -6% | -$38.9K | 0.58% | 37 |
|
|
2013
Q4 | $738K | Hold |
7,024
| – | – | 0.65% | 33 |
|
|
2013
Q3 | $642K | Sell |
7,024
-400
| -5% | -$36.6K | 0.53% | 34 |
|
|
2013
Q2 | $642K | Buy |
+7,424
| New | +$642K | 0.54% | 36 |
|