Smith Hayes Advisers’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $416K | Buy |
3,943
+596
| +18% | +$62.9K | 0.08% | 214 |
|
|
2015
Q4 | $322K | Sell |
3,347
-144
| -4% | -$13.9K | 0.07% | 249 |
|
|
2015
Q3 | $344K | Buy |
3,491
+38
| +1% | +$3.74K | 0.07% | 223 |
|
|
2015
Q2 | $335K | Buy |
3,453
+3
| +0.1% | +$291 | 0.07% | 241 |
|
|
2015
Q1 | $334K | Sell |
3,450
-517
| -13% | -$50.1K | 0.07% | 245 |
|
|
2014
Q4 | $441K | Buy |
3,967
+172
| +5% | +$19.1K | 0.09% | 214 |
|
|
2014
Q3 | $373K | Buy |
3,795
+3
| +0.1% | +$295 | 0.09% | 213 |
|
|
2014
Q2 | $389K | Buy |
3,792
+253
| +7% | +$26K | 0.09% | 209 |
|
|
2014
Q1 | $345K | Buy |
3,539
+1
| +0% | +$97 | 0.09% | 208 |
|
|
2013
Q4 | $372K | Buy |
3,538
+250
| +8% | +$26.3K | 0.12% | 179 |
|
|
2013
Q3 | $300K | Sell |
3,288
-949
| -22% | -$86.6K | 0.11% | 180 |
|
|
2013
Q2 | $366K | Buy |
+4,237
| New | +$366K | 0.15% | 157 |
|