Stifel Trust’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $128K | Hold |
1,300
| – | – | 0.02% | 210 |
|
|
2014
Q2 | $134K | Buy |
1,300
+400
| +44% | +$41.2K | 0.03% | 205 |
|
|
2014
Q1 | $88K | Hold |
900
| – | – | 0.02% | 224 |
|
|
2013
Q4 | $95K | Sell |
900
-25
| -3% | -$2.64K | 0.02% | 214 |
|
|
2013
Q3 | $85K | Hold |
925
| – | – | 0.02% | 218 |
|
|
2013
Q2 | $80K | Buy |
+925
| New | +$80K | 0.02% | 225 |
|