Security National Trust’s BEAM INC COM STK (DE) BEAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-2,793
Closed -$232K 551
2014
Q1
$232K Hold
2,793
0.09% 164
2013
Q4
$190K Buy
2,793
+100
+4% +$6.8K 0.08% 170
2013
Q3
$174K Sell
2,693
-162
-6% -$10.5K 0.08% 167
2013
Q2
$180K Buy
+2,855
New +$180K 0.09% 158