SNT
Security National Trust’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $4.17M | Hold |
17,055
| – | – | 0.97% | 35 |
|
|
2021
Q2 | $4.17M | Buy |
17,055
+360
| +2% | +$87.9K | 0.93% | 36 |
|
|
2021
Q1 | $3.54M | Buy |
16,695
+485
| +3% | +$103K | 0.83% | 41 |
|
|
2020
Q4 | $3.61M | Buy |
16,210
+900
| +6% | +$200K | 0.9% | 36 |
|
|
2020
Q3 | $3.85M | Buy |
15,310
+430
| +3% | +$108K | 1.08% | 25 |
|
|
2020
Q2 | $2.79M | Buy |
14,880
+447
| +3% | +$83.7K | 0.84% | 41 |
|
|
2020
Q1 | $2.08M | Buy |
14,433
+717
| +5% | +$103K | 0.76% | 45 |
|
|
2019
Q4 | $2.23M | Buy |
13,716
+251
| +2% | +$40.8K | 0.65% | 53 |
|
|
2019
Q3 | $2M | Buy |
13,465
+100
| +0.7% | +$14.8K | 0.63% | 56 |
|
|
2019
Q2 | $2.03M | Buy |
13,365
+175
| +1% | +$26.6K | 0.64% | 54 |
|
|
2019
Q1 | $2.09M | Buy |
13,190
+2,060
| +19% | +$326K | 0.67% | 54 |
|
|
2018
Q4 | $1.52M | Buy |
11,130
+220
| +2% | +$30.1K | 0.57% | 61 |
|
|
2018
Q3 | $1.74M | Buy |
10,910
+2,385
| +28% | +$379K | 0.54% | 62 |
|
|
2018
Q2 | $1.16M | Buy |
8,525
+1,115
| +15% | +$152K | 0.39% | 73 |
|
|
2018
Q1 | $862K | Buy |
7,410
+7,185
| +3,193% | +$836K | 0.29% | 85 |
|
|
2017
Q4 | $23K | Buy |
+225
| New | +$23K | 0.01% | 299 |
|