WealthTrust-Arizona’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-54
| Closed | -$6K | – | 645 |
|
|
2016
Q4 | $6K | Hold |
54
| – | – | ﹤0.01% | 457 |
|
|
2016
Q3 | $6K | Hold |
54
| – | – | ﹤0.01% | 458 |
|
|
2016
Q2 | $6K | Buy |
54
+1
| +2% | +$111 | ﹤0.01% | 447 |
|
|
2016
Q1 | $6K | Hold |
53
| – | – | ﹤0.01% | 440 |
|
|
2015
Q4 | $5K | Buy |
53
+1
| +2% | +$94 | ﹤0.01% | 492 |
|
|
2015
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 480 |
|
|
2015
Q2 | $5K | Hold |
52
| – | – | ﹤0.01% | 499 |
|
|
2015
Q1 | $5K | Buy |
52
+1
| +2% | +$96 | ﹤0.01% | 514 |
|
|
2014
Q4 | $6K | Hold |
51
| – | – | 0.01% | 470 |
|
|
2014
Q3 | $5K | Hold |
51
| – | – | 0.01% | 500 |
|
|
2014
Q2 | $5K | Buy |
51
+1
| +2% | +$98 | 0.01% | 495 |
|
|
2014
Q1 | $5K | Hold |
50
| – | – | 0.01% | 510 |
|
|
2013
Q4 | $5K | Buy |
+50
| New | +$5K | 0.01% | 497 |
|