Progressive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,006
| Closed | -$752K | – | 49 |
|
|
2017
Q1 | $752K | Hold |
7,006
| – | – | 0.63% | 38 |
|
|
2016
Q4 | $803K | Sell |
7,006
-231
| -3% | -$26.5K | 0.74% | 38 |
|
|
2016
Q3 | $791K | Hold |
7,237
| – | – | 0.74% | 37 |
|
|
2016
Q2 | $780K | Buy |
7,237
+838
| +13% | +$90.3K | 0.76% | 40 |
|
|
2016
Q1 | $675K | Hold |
6,399
| – | – | 0.69% | 40 |
|
|
2015
Q4 | $616K | Hold |
6,399
| – | – | 0.66% | 39 |
|
|
2015
Q3 | $632K | Sell |
6,399
-204
| -3% | -$20.1K | 0.73% | 34 |
|
|
2015
Q2 | $640K | Sell |
6,603
-1,537
| -19% | -$149K | 0.7% | 35 |
|
|
2015
Q1 | $789K | Sell |
8,140
-67,472
| -89% | -$6.54M | 2.72% | 9 |
|
|
2014
Q4 | $8.41M | Buy |
75,612
+145
| +0.2% | +$16.1K | 2.89% | 12 |
|
|
2014
Q3 | $7.42M | Buy |
+75,467
| New | +$7.42M | 2.57% | 17 |
|