FDx Advisors’s Security National Financial SNFCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-20,215
| Closed | -$74K | – | 776 |
|
|
2019
Q2 | $74K | Sell |
20,215
-2,747
| -12% | -$10.1K | ﹤0.01% | 799 |
|
|
2019
Q1 | $79K | Buy |
+22,962
| New | +$79K | ﹤0.01% | 773 |
|
|
2018
Q4 | – | Sell |
-22,963
| Closed | -$83K | – | 779 |
|
|
2018
Q3 | $83K | Buy |
+22,963
| New | +$83K | ﹤0.01% | 868 |
|
|
2018
Q2 | – | Sell |
-26,568
| Closed | -$95K | – | 1069 |
|
|
2018
Q1 | $95K | Hold |
26,568
| – | – | ﹤0.01% | 1151 |
|
|
2017
Q4 | $92K | Hold |
26,568
| – | – | ﹤0.01% | 1223 |
|
|
2017
Q3 | $89K | Buy |
+26,568
| New | +$89K | ﹤0.01% | 1233 |
|