WCM
Windsor Capital Management’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,220
| Closed | -$741K | – | 123 |
|
|
2017
Q4 | $741K | Buy |
+6,220
| New | +$741K | 0.35% | 61 |
|
|
2015
Q4 | – | Sell |
-285
| Closed | -$28K | – | 417 |
|
|
2015
Q3 | $28K | Buy |
+285
| New | +$28K | 0.02% | 223 |
|
|
2014
Q1 | – | Sell |
-1,370
| Closed | -$144K | – | 286 |
|
|
2013
Q4 | $144K | Buy |
1,370
+1
| +0.1% | +$105 | 0.08% | 95 |
|
|
2013
Q3 | $125K | Buy |
1,369
+361
| +36% | +$33K | 0.07% | 98 |
|
|
2013
Q2 | $87K | Buy |
+1,008
| New | +$87K | 0.05% | 121 |
|