Stevens First Principles Investment Advisors’s United Parcel Service UPS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q2
$10K Hold
100
0.01% 122
2019
Q1
$11K Buy
+100
New +$11K 0.01% 127
2015
Q1
Sell
-800
Closed -$89K 227
2014
Q4
$89K Buy
+800
New +$89K 0.06% 112