Virtus Investment Advisers’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-49,279
| Closed | -$5.87M | – | 414 |
|
2017
Q4 | $5.87M | Buy |
49,279
+32,183
| +188% | +$3.83M | 0.64% | 39 |
|
2017
Q3 | $2.05M | Sell |
17,096
-1,704
| -9% | -$205K | 0.22% | 143 |
|
2017
Q2 | $2.08M | Sell |
18,800
-2,428
| -11% | -$269K | 0.2% | 145 |
|
2017
Q1 | $2.28M | Sell |
21,228
-65,580
| -76% | -$7.04M | 0.2% | 150 |
|
2016
Q4 | $9.95M | Buy |
86,808
+79,275
| +1,052% | +$9.09M | 0.77% | 25 |
|
2016
Q3 | $824K | Buy |
+7,533
| New | +$824K | 0.05% | 302 |
|