Wunderlich Capital Managemnt’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-12,729
| Closed | -$1.42M | – | 86 |
|
|
2014
Q4 | $1.42M | Buy |
12,729
+456
| +4% | +$50.9K | 1.2% | 30 |
|
|
2014
Q3 | $1.2M | Buy |
12,273
+74
| +0.6% | +$7.24K | 1.08% | 48 |
|
|
2014
Q2 | $1.25M | Sell |
12,199
-84
| -0.7% | -$8.61K | 1.14% | 44 |
|
|
2014
Q1 | $1.2M | Buy |
12,283
+57
| +0.5% | +$5.57K | 1.13% | 46 |
|
|
2013
Q4 | $1.28M | Buy |
+12,226
| New | +$1.28M | 1.23% | 32 |
|