ParenteBeard Wealth 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
Q4 | $2.13K | Sell |
237
-2,133
| -90% | -$19.1K | 0.03% | 98 |
|
|
2014
Q3 | $233K | Sell |
2,370
-54
| -2% | -$5.31K | 0.1% | 102 |
|
|
2014
Q2 | $249K | Buy |
2,424
+117
| +5% | +$12K | 0.11% | 93 |
|
|
2014
Q1 | $225K | Sell |
2,307
-14,655
| -86% | -$1.43M | 0.11% | 93 |
|
|
2013
Q4 | $1.78M | Buy |
16,962
+14,541
| +601% | +$1.53M | 0.7% | 40 |
|
|
2013
Q3 | $221K | Sell |
2,421
-395
| -14% | -$36.1K | 0.11% | 94 |
|
|
2013
Q2 | $244K | Buy |
+2,816
| New | +$244K | 0.11% | 87 |
|