ZA
Zweig Advisers’s United Parcel Service UPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-90,000
| Closed | -$9.73M | – | 66 |
|
|
2016
Q2 | $9.73M | Sell |
90,000
-14,000
| -13% | -$1.51M | 1.66% | 15 |
|
|
2016
Q1 | $11M | Sell |
104,000
-12,000
| -10% | -$1.27M | 1.83% | 20 |
|
|
2015
Q4 | $11.2M | Hold |
116,000
| – | – | 1.86% | 21 |
|
|
2015
Q3 | $11.4M | Buy |
+116,000
| New | +$11.4M | 1.98% | 9 |
|