White River Investment 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
2014
Q3
$12.9M Sell
130,900
-7,668
-6% -$754K 17.8% 4
2014
Q2
$14.2M Sell
138,568
-3,600
-3% -$370K 16.3% 2
2014
Q1
$13.8M Hold
142,168
14.4% 1
2013
Q4
$14.9M Buy
+142,168
New +$14.9M 16.19% 1