Stonehage Fleming Financial Services’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
Q4 | – | Sell |
-258
| Closed | -$31K | – | 249 |
|
|
2017
Q3 | $31K | Hold |
258
| – | – | ﹤0.01% | 228 |
|
|
2017
Q2 | $29K | Hold |
258
| – | – | ﹤0.01% | 226 |
|
|
2017
Q1 | $28K | Hold |
258
| – | – | ﹤0.01% | 260 |
|
|
2016
Q4 | $30K | Hold |
258
| – | – | ﹤0.01% | 272 |
|
|
2016
Q3 | $28K | Hold |
258
| – | – | ﹤0.01% | 285 |
|
|
2016
Q2 | $28K | Hold |
258
| – | – | ﹤0.01% | 266 |
|
|
2016
Q1 | $27K | Hold |
258
| – | – | ﹤0.01% | 276 |
|
|
2015
Q4 | $25K | Hold |
258
| – | – | ﹤0.01% | 112 |
|
|
2015
Q3 | $25K | Hold |
258
| – | – | ﹤0.01% | 122 |
|
|
2015
Q2 | $25K | Hold |
258
| – | – | ﹤0.01% | 128 |
|
|
2015
Q1 | $25K | Hold |
258
| – | – | ﹤0.01% | 142 |
|
|
2014
Q4 | $29K | Buy |
+258
| New | +$29K | ﹤0.01% | 153 |
|