Security National Trust’s Broadridge BR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-55	Closed	-$8K	–	406
2021 Q1	$8K	Hold	55	–	–	﹤0.01%	362
2020 Q4	$8K	Hold	55	–	–	﹤0.01%	363
2020 Q3	$7K	Hold	55	–	–	﹤0.01%	363
2020 Q2	$7K	Hold	55	–	–	﹤0.01%	364
2020 Q1	$5K	Sell	55 -50	-48%	-$4.55K	﹤0.01%	402
2019 Q4	$13K	Buy	105 +50	+91%	+$6.19K	﹤0.01%	347
2019 Q3	$7K	Hold	55	–	–	﹤0.01%	333
2019 Q2	$7K	Hold	55	–	–	﹤0.01%	338
2019 Q1	$6K	Hold	55	–	–	﹤0.01%	351
2018 Q4	$5K	Hold	55	–	–	﹤0.01%	345
2018 Q3	$7K	Sell	55 -75	-58%	-$9.55K	﹤0.01%	351
2018 Q2	$15K	Hold	130	–	–	0.01%	323
2018 Q1	$14K	Hold	130	–	–	﹤0.01%	321
2017 Q4	$12K	Hold	130	–	–	﹤0.01%	329
2017 Q3	$11K	Hold	130	–	–	﹤0.01%	341
2017 Q2	$10K	Hold	130	–	–	﹤0.01%	363
2017 Q1	$9K	Hold	130	–	–	﹤0.01%	367
2016 Q4	$9K	Hold	130	–	–	﹤0.01%	373
2016 Q3	$9K	Hold	130	–	–	﹤0.01%	383
2016 Q2	$8K	Hold	130	–	–	﹤0.01%	380
2016 Q1	$8K	Hold	130	–	–	﹤0.01%	385
2015 Q4	$7K	Hold	130	–	–	﹤0.01%	392
2015 Q3	$7K	Hold	130	–	–	﹤0.01%	397
2015 Q2	$7K	Hold	130	–	–	﹤0.01%	418
2015 Q1	$7K	Hold	130	–	–	﹤0.01%	425
2014 Q4	$6K	Hold	130	–	–	﹤0.01%	447
2014 Q3	$5K	Hold	130	–	–	﹤0.01%	462
2014 Q2	$5K	Hold	130	–	–	﹤0.01%	464
2014 Q1	$5K	Sell	130 -120	-48%	-$4.62K	﹤0.01%	459
2013 Q4	$10K	Hold	250	–	–	﹤0.01%	409
2013 Q3	$8K	Hold	250	–	–	﹤0.01%	408
2013 Q2	$7K	Buy	+250	New	+$7K	﹤0.01%	405