Lehman Financial Resources’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $3.66M | Buy |
31,386
+401
| +1% | +$46.8K | 1.72% | 15 |
|
|
2018
Q2 | $3.29M | Sell |
30,985
-398
| -1% | -$42.3K | 1.66% | 14 |
|
|
2018
Q1 | $3.28M | Sell |
31,383
-447
| -1% | -$46.8K | 1.68% | 14 |
|
|
2017
Q4 | $3.79M | Sell |
31,830
-748
| -2% | -$89.1K | 1.97% | 14 |
|
|
2017
Q3 | $3.91M | Buy |
32,578
+1,208
| +4% | +$145K | 1.99% | 16 |
|
|
2017
Q2 | $3.44M | Buy |
31,370
+320
| +1% | +$35.1K | 1.94% | 18 |
|
|
2017
Q1 | $3.33M | Buy |
+31,050
| New | +$3.33M | 1.84% | 19 |
|
|
2015
Q4 | – | Sell |
-350
| Closed | -$34K | – | 331 |
|
|
2015
Q3 | $34K | Hold |
350
| – | – | 0.02% | 189 |
|
|
2015
Q2 | $33K | Hold |
350
| – | – | 0.02% | 201 |
|
|
2015
Q1 | $34K | Buy |
350
+100
| +40% | +$9.71K | 0.02% | 194 |
|
|
2014
Q4 | $28K | Sell |
250
-100
| -29% | -$11.2K | 0.01% | 197 |
|
|
2014
Q3 | $34K | Hold |
350
| – | – | 0.02% | 186 |
|
|
2014
Q2 | $36K | Hold |
350
| – | – | 0.02% | 172 |
|
|
2014
Q1 | $34K | Hold |
350
| – | – | 0.02% | 168 |
|
|
2013
Q4 | $37K | Hold |
350
| – | – | 0.02% | 153 |
|
|
2013
Q3 | $32K | Sell |
350
-50
| -13% | -$4.57K | 0.02% | 155 |
|
|
2013
Q2 | $35K | Buy |
+400
| New | +$35K | 0.02% | 124 |
|