Diversified Trust’s Installed Building Products IBP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,164
| Closed | -$779K | – | 957 |
|
|
2024
Q3 | $779K | Buy |
3,164
+1,143
| +57% | +$281K | 0.02% | 457 |
|
|
2024
Q2 | $416K | Buy |
2,021
+46
| +2% | +$9.46K | 0.01% | 593 |
|
|
2024
Q1 | $511K | Buy |
1,975
+89
| +5% | +$23K | 0.02% | 507 |
|
|
2023
Q4 | $345K | Buy |
+1,886
| New | +$345K | 0.01% | 613 |
|
|
2021
Q1 | – | Sell |
-2,109
| Closed | -$215K | – | 809 |
|
|
2020
Q4 | $215K | Sell |
2,109
-1,789
| -46% | -$182K | 0.01% | 635 |
|
|
2020
Q3 | $397K | Buy |
3,898
+168
| +5% | +$17.1K | 0.02% | 363 |
|
|
2020
Q2 | $257K | Buy |
+3,730
| New | +$257K | 0.01% | 433 |
|