Rowland Carmichael Advisors’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 |
-1,887
| Closed | -$202K | – | 302 |
|
|
2017
Q1 | $202K | Buy |
+1,887
| New | +$202K | 0.12% | 215 |
|
|
2016
Q4 | – | Sell |
-10,601
| Closed | -$1.16M | – | 318 |
|
|
2016
Q3 | $1.16M | Sell |
10,601
-414
| -4% | -$45.3K | 0.74% | 32 |
|
|
2016
Q2 | $1.19M | Buy |
11,015
+6,385
| +138% | +$688K | 0.75% | 28 |
|
|
2016
Q1 | $488K | Buy |
+4,630
| New | +$488K | 0.45% | 78 |
|