Trevor, Stewart, Burton & Jacobsen’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $3.73M | Sell |
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|
2015
Q3 | $3.88M | Sell |
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|
2015
Q2 | $4.49M | Sell |
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|
2015
Q1 | $4.65M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $6.14M | Sell |
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|
2014
Q2 | $7.7M | Buy |
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|
2014
Q1 | $7.27M | Buy |
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|
2013
Q4 | $7.23M | Buy |
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|
2013
Q3 | $5.16M | Buy |
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|
2013
Q2 | $3.63M | Buy |
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