Tirschwell & Loewy’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | $6.09M | Hold |
54,525
| – | – | 0.83% | 30 |
|
2018
Q4 | $5.32M | Sell |
54,525
-18,800
| -26% | -$1.83M | 0.81% | 31 |
|
2018
Q3 | $8.56M | Sell |
73,325
-2,225
| -3% | -$260K | 1.07% | 30 |
|
2018
Q2 | $8.03M | Buy |
75,550
+5,850
| +8% | +$621K | 1.07% | 32 |
|
2018
Q1 | $7.3M | Buy |
69,700
+16,315
| +31% | +$1.71M | 1% | 32 |
|
2017
Q4 | $6.36M | Buy |
53,385
+46,950
| +730% | +$5.59M | 0.9% | 34 |
|
2017
Q3 | $773K | Buy |
+6,435
| New | +$773K | 0.12% | 62 |
|