Roof Advisory Group’s United Parcel Service UPS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-8,481
Closed -$990K 42
2018
Q3
$990K Buy
8,481
+61
+0.7% +$7.12K 0.53% 26
2018
Q2
$894K Sell
8,420
-174
-2% -$18.5K 0.49% 28
2018
Q1
$899K Sell
8,594
-294
-3% -$30.8K 0.45% 30
2017
Q4
$1.06M Buy
+8,888
New +$1.06M 0.6% 29