Winfield 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-475
| Closed | -$57K | – | 635 |
|
|
2017
Q4 | $57K | Sell |
475
-35
| -7% | -$4.2K | 0.03% | 193 |
|
|
2017
Q3 | $61K | Buy |
510
+35
| +7% | +$4.19K | 0.03% | 183 |
|
|
2017
Q2 | $52K | Hold |
475
| – | – | 0.03% | 194 |
|
|
2017
Q1 | $51K | Sell |
475
-15
| -3% | -$1.61K | 0.03% | 185 |
|
|
2016
Q4 | $56K | Buy |
490
+15
| +3% | +$1.71K | 0.03% | 176 |
|
|
2016
Q3 | $52K | Hold |
475
| – | – | 0.03% | 175 |
|
|
2016
Q2 | $51K | Buy |
475
+5
| +1% | +$537 | 0.03% | 169 |
|
|
2016
Q1 | $50K | Buy |
470
+170
| +57% | +$18.1K | 0.03% | 170 |
|
|
2015
Q4 | $29K | Buy |
+300
| New | +$29K | 0.02% | 193 |
|