Creative Planning’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,249
| Closed | -$6K | – | 4642 |
|
|
2017
Q1 | $6K | Sell |
1,249
-1
| -0.1% | -$5 | ﹤0.01% | 3835 |
|
|
2016
Q4 | $5K | Hold |
1,250
| – | – | ﹤0.01% | 3887 |
|
|
2016
Q3 | $5K | Hold |
1,250
| – | – | ﹤0.01% | 3802 |
|
|
2016
Q2 | $4K | Hold |
1,250
| – | – | ﹤0.01% | 3692 |
|
|
2016
Q1 | $4K | Sell |
1,250
-1
| -0.1% | -$3 | ﹤0.01% | 3655 |
|
|
2015
Q4 | $5K | Hold |
1,251
| – | – | ﹤0.01% | 3628 |
|
|
2015
Q3 | $5K | Buy |
+1,251
| New | +$5K | ﹤0.01% | 3581 |
|
|
2015
Q2 | – | Sell |
-1,251
| Closed | -$4K | – | 2601 |
|
|
2015
Q1 | $4K | Buy |
1,251
+1
| +0.1% | +$3 | ﹤0.01% | 3579 |
|
|
2014
Q4 | $4K | Buy |
+1,250
| New | +$4K | ﹤0.01% | 3540 |
|