TWM
Torch Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-26,435
| Closed | -$2.54M | – | 103 |
|
|
2015
Q4 | $2.54M | Buy |
26,435
+300
| +1% | +$28.9K | 1.86% | 14 |
|
|
2015
Q3 | $2.58M | Buy |
26,135
+8,665
| +50% | +$855K | 1.99% | 10 |
|
|
2015
Q2 | $1.69M | Buy |
17,470
+875
| +5% | +$84.8K | 1.17% | 33 |
|
|
2015
Q1 | $1.61M | Sell |
16,595
-50
| -0.3% | -$4.85K | 1.24% | 30 |
|
|
2014
Q4 | $1.85M | Buy |
16,645
+680
| +4% | +$75.6K | 1.42% | 26 |
|
|
2014
Q3 | $1.57M | Buy |
+15,965
| New | +$1.57M | 1.15% | 34 |
|