Security National Trust’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$48K	Hold	800	–	–	0.01%	268
2021 Q2	$48K	Hold	800	–	–	0.01%	276
2021 Q1	$46K	Sell	800 -164	-17%	-$9.43K	0.01%	271
2020 Q4	$52K	Buy	964 +882	+1,076%	+$47.6K	0.01%	258
2020 Q3	$4K	Buy	+82	New	+$4K	﹤0.01%	381
2018 Q4	–	Sell	-800	Closed	-$38K	–	368
2018 Q3	$38K	Hold	800	–	–	0.01%	274
2018 Q2	$36K	Hold	800	–	–	0.01%	282
2018 Q1	$35K	Hold	800	–	–	0.01%	277
2017 Q4	$37K	Hold	800	–	–	0.01%	274
2017 Q3	$35K	Hold	800	–	–	0.01%	279
2017 Q2	$34K	Hold	800	–	–	0.01%	303
2017 Q1	$33K	Hold	800	–	–	0.01%	299
2016 Q4	$32K	Hold	800	–	–	0.01%	302
2016 Q3	$31K	Hold	800	–	–	0.01%	308
2016 Q2	$30K	Hold	800	–	–	0.01%	304
2016 Q1	$29K	Hold	800	–	–	0.01%	306
2015 Q4	$28K	Hold	800	–	–	0.01%	304
2015 Q3	$27K	Hold	800	–	–	0.01%	311
2015 Q2	$29K	Hold	800	–	–	0.01%	315
2015 Q1	$29K	Hold	800	–	–	0.01%	326
2014 Q4	$30K	Hold	800	–	–	0.01%	312
2014 Q3	$28K	Hold	800	–	–	0.01%	312
2014 Q2	$28K	Buy	+800	New	+$28K	0.01%	319