Security National Trust’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2.43M | Hold |
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|
2021
Q2 | $2.43M | Sell |
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|
2021
Q1 | $2.3M | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $2.06M | Buy |
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|
2020
Q1 | $1.87M | Sell |
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|
2019
Q4 | $2.28M | Buy |
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|
2019
Q3 | $2.46M | Sell |
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|
2019
Q2 | $2.4M | Buy |
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|
2019
Q1 | $2.46M | Buy |
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|
2018
Q4 | $1.72M | Sell |
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|
2018
Q3 | $2.61M | Buy |
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|
2018
Q2 | $2.4M | Sell |
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|
2018
Q1 | $2.65M | Buy |
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|
2017
Q4 | $2.38M | Sell |
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|
2017
Q3 | $2.27M | Sell |
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|
2017
Q2 | $2.41M | Buy |
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|
2017
Q1 | $2.71M | Sell |
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|
2016
Q4 | $2.63M | Sell |
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|
2016
Q3 | $2.57M | Buy |
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|
2016
Q2 | $2.42M | Sell |
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|
2016
Q1 | $2.43M | Sell |
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|
2015
Q4 | $2.41M | Sell |
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|
2015
Q3 | $2.62M | Sell |
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|
2015
Q2 | $3.05M | Sell |
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|
2015
Q1 | $3.06M | Buy |
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|
2014
Q4 | $3M | Sell |
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|
2014
Q3 | $3.71M | Sell |
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|
2014
Q2 | $3.58M | Sell |
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|
2014
Q1 | $3.83M | Sell |
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|
2013
Q4 | $3.74M | Sell |
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|
2013
Q3 | $3.81M | Buy |
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|
2013
Q2 | $3.78M | Buy |
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