Security National Trust’s LORILLARD INC COM STK LO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-497
| Closed | -$32K | – | 484 |
|
2015
Q1 | $32K | Sell |
497
-175
| -26% | -$11.3K | 0.01% | 316 |
|
2014
Q4 | $42K | Hold |
672
| – | – | 0.02% | 293 |
|
2014
Q3 | $40K | Sell |
672
-225
| -25% | -$13.4K | 0.02% | 295 |
|
2014
Q2 | $55K | Buy |
897
+297
| +50% | +$18.2K | 0.02% | 271 |
|
2014
Q1 | $32K | Buy |
600
+200
| +50% | +$10.7K | 0.01% | 315 |
|
2013
Q4 | $20K | Buy |
+400
| New | +$20K | 0.01% | 354 |
|