Security National Trust’s International Paper IP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-803
| Closed | -$31K | – | 418 |
|
|
2020
Q3 | $31K | Hold |
803
| – | – | 0.01% | 284 |
|
|
2020
Q2 | $27K | Hold |
803
| – | – | 0.01% | 293 |
|
|
2020
Q1 | $24K | Sell |
803
-469
| -37% | -$14K | 0.01% | 293 |
|
|
2019
Q4 | $55K | Sell |
1,272
-254
| -17% | -$11K | 0.02% | 255 |
|
|
2019
Q3 | $61K | Hold |
1,526
| – | – | 0.02% | 240 |
|
|
2019
Q2 | $62K | Hold |
1,526
| – | – | 0.02% | 242 |
|
|
2019
Q1 | $67K | Hold |
1,526
| – | – | 0.02% | 235 |
|
|
2018
Q4 | $58K | Hold |
1,526
| – | – | 0.02% | 230 |
|
|
2018
Q3 | $71K | Hold |
1,526
| – | – | 0.02% | 239 |
|
|
2018
Q2 | $75K | Hold |
1,526
| – | – | 0.02% | 237 |
|
|
2018
Q1 | $77K | Hold |
1,526
| – | – | 0.03% | 236 |
|
|
2017
Q4 | $84K | Hold |
1,526
| – | – | 0.03% | 236 |
|
|
2017
Q3 | $82K | Buy |
1,526
+470
| +45% | +$25.3K | 0.03% | 239 |
|
|
2017
Q2 | $57K | Hold |
1,056
| – | – | 0.02% | 266 |
|
|
2017
Q1 | $51K | Hold |
1,056
| – | – | 0.02% | 275 |
|
|
2016
Q4 | $53K | Buy |
+1,056
| New | +$53K | 0.02% | 268 |
|