Lincluden Management’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-16,920
| Closed | -$1.65M | – | 74 |
|
|
2018
Q4 | $1.65M | Hold |
16,920
| – | – | 0.13% | 61 |
|
|
2018
Q3 | $1.98M | Hold |
16,920
| – | – | 0.16% | 65 |
|
|
2018
Q2 | $1.8M | Hold |
16,920
| – | – | 0.13% | 67 |
|
|
2018
Q1 | $1.77M | Hold |
16,920
| – | – | 0.14% | 65 |
|
|
2017
Q4 | $2.02M | Hold |
16,920
| – | – | 0.14% | 62 |
|
|
2017
Q3 | $2.03M | Buy |
+16,920
| New | +$2.03M | 0.16% | 65 |
|