Winifred I. Li’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
Q4 | $255K | Sell |
2,294
-64
| -3% | -$7.11K | 0.24% | 96 |
|
|
2014
Q3 | $232K | Sell |
2,358
-2,073
| -47% | -$204K | 0.22% | 103 |
|
|
2014
Q2 | $455K | Sell |
4,431
-183
| -4% | -$18.8K | 0.39% | 85 |
|
|
2014
Q1 | $449K | Sell |
4,614
-252
| -5% | -$24.5K | 0.39% | 90 |
|
|
2013
Q4 | $511K | Buy |
4,866
+2
| +0% | +$210 | 0.44% | 81 |
|
|
2013
Q3 | $444K | Sell |
4,864
-123
| -2% | -$11.2K | 0.41% | 85 |
|
|
2013
Q2 | $431K | Buy |
+4,987
| New | +$431K | 0.4% | 85 |
|