Yellowstone Partners’s United Parcel Service UPS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-2,226
| Closed | -$214K | – | 244 |
|
|
2015
Q4 | $214K | Sell |
2,226
-817
| -27% | -$78.5K | 0.1% | 176 |
|
|
2015
Q3 | $300K | Sell |
3,043
-1,588
| -34% | -$157K | 0.14% | 130 |
|
|
2015
Q2 | $449K | Sell |
4,631
-453
| -9% | -$43.9K | 0.2% | 91 |
|
|
2015
Q1 | $493K | Buy |
5,084
+62
| +1% | +$6.01K | 0.25% | 79 |
|
|
2014
Q4 | $558K | Buy |
+5,022
| New | +$558K | 0.3% | 67 |
|