Midwest Investment 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 | |
---|---|---|---|---|---|---|---|---|
2014
Q3 | – | Sell |
-22,708
| Closed | -$2.33M | – | 57 |
|
2014
Q2 | $2.33M | Sell |
22,708
-1,300
| -5% | -$133K | 1.7% | 29 |
|
2014
Q1 | $2.34M | Sell |
24,008
-560
| -2% | -$54.5K | 1.75% | 28 |
|
2013
Q4 | $2.58M | Sell |
24,568
-1,340
| -5% | -$141K | 1.92% | 22 |
|
2013
Q3 | $2.37M | Buy |
25,908
+620
| +2% | +$56.6K | 1.99% | 21 |
|
2013
Q2 | $2.19M | Buy |
+25,288
| New | +$2.19M | 2.22% | 21 |
|