MLL
Moody Lynn & Lieberson’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-35,653
| Closed | -$4.09M | – | 184 |
|
|
2016
Q4 | $4.09M | Buy |
35,653
+519
| +1% | +$59.5K | 0.59% | 52 |
|
|
2016
Q3 | $3.84M | Sell |
35,134
-1,057
| -3% | -$116K | 0.64% | 52 |
|
|
2016
Q2 | $3.9M | Buy |
+36,191
| New | +$3.9M | 0.7% | 46 |
|
|
2015
Q1 | – | Sell |
-89,077
| Closed | -$9.9M | – | 204 |
|
|
2014
Q4 | $9.9M | Buy |
+89,077
| New | +$9.9M | 1.41% | 25 |
|
|
2014
Q3 | – | Sell |
-77,486
| Closed | -$7.96M | – | 209 |
|
|
2014
Q2 | $7.96M | Buy |
77,486
+75,064
| +3,099% | +$7.71M | 1.09% | 36 |
|
|
2014
Q1 | $236K | Buy |
+2,422
| New | +$236K | 0.03% | 178 |
|
|
2013
Q3 | – | Sell |
-106,038
| Closed | -$9.17M | – | 195 |
|
|
2013
Q2 | $9.17M | Buy |
+106,038
| New | +$9.17M | 1.6% | 18 |
|