NPIT
National Penn Investors Trust’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.65M | Sell |
10,863
-2,002
| -16% | -$303K | 0.19% | 99 |
|
|
2015
Q4 | $1.77M | Sell |
12,865
-22,780
| -64% | -$3.14M | 0.2% | 98 |
|
|
2015
Q3 | $5.17M | Sell |
35,645
-1,111
| -3% | -$161K | 0.6% | 43 |
|
|
2015
Q2 | $5.98M | Sell |
36,756
-71,580
| -66% | -$11.6M | 0.64% | 41 |
|
|
2015
Q1 | $17.4M | Buy |
108,336
+1,713
| +2% | +$275K | 1.84% | 23 |
|
|
2014
Q4 | $17.1M | Sell |
106,623
-2,125
| -2% | -$341K | 1.93% | 24 |
|
|
2014
Q3 | $20.6M | Buy |
108,748
+571
| +0.5% | +$108K | 2.44% | 8 |
|
|
2014
Q2 | $19.6M | Sell |
108,177
-1,272
| -1% | -$231K | 2.3% | 10 |
|
|
2014
Q1 | $21.1M | Sell |
109,449
-2,175
| -2% | -$419K | 2.49% | 8 |
|
|
2013
Q4 | $20.9M | Sell |
111,624
-320
| -0.3% | -$60K | 2.35% | 8 |
|
|
2013
Q3 | $20.7M | Sell |
111,944
-770
| -0.7% | -$143K | 2.54% | 6 |
|
|
2013
Q2 | $21.5M | Buy |
+112,714
| New | +$21.5M | 2.76% | 3 |
|