Wilson Kemp & Associates’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-3,025
| Closed | -$311K | – | 48 |
|
|
2014
Q2 | $311K | Hold |
3,025
| – | – | 1.12% | 39 |
|
|
2014
Q1 | $295K | Hold |
3,025
| – | – | 0.77% | 44 |
|
|
2013
Q4 | $318K | Sell |
3,025
-325
| -10% | -$34.2K | 0.61% | 52 |
|
|
2013
Q3 | $306K | Sell |
3,350
-5,491
| -62% | -$502K | 0.67% | 48 |
|
|
2013
Q2 | $765K | Buy |
+8,841
| New | +$765K | 0.73% | 42 |
|