LMCG Investments’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $1.78M | Hold |
18,008
| – | – | 0.04% | 370 |
|
|
2015
Q2 | $1.75M | Hold |
18,008
| – | – | 0.04% | 369 |
|
|
2015
Q1 | $1.75M | Hold |
18,008
| – | – | 0.04% | 379 |
|
|
2014
Q4 | $2M | Hold |
18,008
| – | – | 0.04% | 345 |
|
|
2014
Q3 | $1.77M | Sell |
18,008
-600
| -3% | -$59K | 0.04% | 358 |
|
|
2014
Q2 | $1.91M | Buy |
18,608
+220
| +1% | +$22.6K | 0.04% | 349 |
|
|
2014
Q1 | $1.79M | Sell |
18,388
-472
| -3% | -$46K | 0.04% | 340 |
|
|
2013
Q4 | $1.98M | Buy |
18,860
+72
| +0.4% | +$7.57K | 0.04% | 331 |
|
|
2013
Q3 | $1.72M | Buy |
18,788
+400
| +2% | +$36.6K | 0.04% | 329 |
|
|
2013
Q2 | $1.59M | Buy |
+18,388
| New | +$1.59M | 0.04% | 324 |
|