Lubar & Co’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
Q2 | – | Sell |
-2,014
| Closed | -$196K | – | 34 |
|
|
2014
Q1 | $196K | Sell |
2,014
-3,103
| -61% | -$302K | 0.16% | 19 |
|
|
2013
Q4 | $538K | Hold |
5,117
| – | – | 0.42% | 14 |
|
|
2013
Q3 | $468K | Buy |
5,117
+2,014
| +65% | +$184K | 0.44% | 18 |
|
|
2013
Q2 | $268K | Buy |
+3,103
| New | +$268K | 0.28% | 17 |
|