VWM
Vector Wealth Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $368K | Buy |
3,208
+31
| +1% | +$3.56K | 0.26% | 53 |
|
|
2016
Q3 | $348K | Sell |
3,177
-31
| -1% | -$3.4K | 0.24% | 54 |
|
|
2016
Q2 | $345K | Buy |
3,208
+268
| +9% | +$28.8K | 0.24% | 54 |
|
|
2016
Q1 | $310K | Sell |
2,940
-160
| -5% | -$16.9K | 0.23% | 55 |
|
|
2015
Q4 | $298K | Buy |
3,100
+1
| +0% | +$96 | 0.23% | 59 |
|
|
2015
Q3 | $319K | Sell |
3,099
-151
| -5% | -$15.5K | 0.25% | 52 |
|
|
2015
Q2 | $315K | Hold |
3,250
| – | – | 0.25% | 47 |
|
|
2015
Q1 | $315K | Buy |
3,250
+50
| +2% | +$4.85K | 0.26% | 47 |
|
|
2014
Q4 | $356K | Sell |
3,200
-600
| -16% | -$66.8K | 0.27% | 38 |
|
|
2014
Q3 | $374K | Sell |
3,800
-200
| -5% | -$19.7K | 0.28% | 34 |
|
|
2014
Q2 | $411K | Buy |
4,000
+237
| +6% | +$24.4K | 0.3% | 31 |
|
|
2014
Q1 | $366K | Hold |
3,763
| – | – | 0.26% | 31 |
|
|
2013
Q4 | $395K | Sell |
3,763
-61
| -2% | -$6.4K | 0.28% | 30 |
|
|
2013
Q3 | $349K | Hold |
3,824
| – | – | 0.25% | 39 |
|
|
2013
Q2 | $331K | Buy |
+3,824
| New | +$331K | 0.24% | 38 |
|