WFG Advisors’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
Q2 | $430K | Buy |
3,893
+386
| +11% | +$42.6K | 0.1% | 217 |
|
|
2017
Q1 | $376K | Buy |
3,507
+953
| +37% | +$102K | 0.1% | 216 |
|
|
2016
Q4 | $293K | Sell |
2,554
-72
| -3% | -$8.26K | 0.07% | 283 |
|
|
2016
Q3 | $287K | Buy |
2,626
+55
| +2% | +$6.01K | 0.07% | 277 |
|
|
2016
Q2 | $277K | Buy |
2,571
+538
| +26% | +$58K | 0.07% | 256 |
|
|
2016
Q1 | $214K | Sell |
2,033
-53
| -3% | -$5.58K | 0.06% | 283 |
|
|
2015
Q4 | $201K | Buy |
2,086
+12
| +0.6% | +$1.16K | 0.06% | 286 |
|
|
2015
Q3 | $205K | Sell |
2,074
-159
| -7% | -$15.7K | 0.06% | 285 |
|
|
2015
Q2 | $216K | Buy |
2,233
+337
| +18% | +$32.6K | 0.06% | 324 |
|
|
2015
Q1 | $184K | Sell |
1,896
-6,318
| -77% | -$613K | 0.05% | 374 |
|
|
2014
Q4 | $913K | Sell |
8,214
-1,008
| -11% | -$112K | 0.18% | 125 |
|
|
2014
Q3 | $906K | Buy |
9,222
+203
| +2% | +$19.9K | 0.17% | 143 |
|
|
2014
Q2 | $926K | Buy |
9,019
+412
| +5% | +$42.3K | 0.17% | 143 |
|
|
2014
Q1 | $838K | Sell |
8,607
-1,467
| -15% | -$143K | 0.17% | 148 |
|
|
2013
Q4 | $1.06M | Sell |
10,074
-374
| -4% | -$39.3K | 0.15% | 160 |
|
|
2013
Q3 | $955K | Buy |
10,448
+2,261
| +28% | +$207K | 0.15% | 162 |
|
|
2013
Q2 | $708K | Buy |
+8,187
| New | +$708K | 0.12% | 202 |
|