Security National Trust’s Energy Transfer Partners ET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q1
Sell
-12,000
Closed -$154K 473
2019
Q4
$154K Hold
12,000
0.04% 179
2019
Q3
$157K Hold
12,000
0.05% 172
2019
Q2
$169K Hold
12,000
0.05% 169
2019
Q1
$184K Hold
12,000
0.06% 158
2018
Q4
$159K Hold
12,000
0.06% 162
2018
Q3
$209K Hold
12,000
0.07% 155
2018
Q2
$207K Hold
12,000
0.07% 152
2018
Q1
$171K Hold
12,000
0.06% 172
2017
Q4
$207K Hold
12,000
0.07% 159
2017
Q3
$208K Hold
12,000
0.07% 166
2017
Q2
$215K Hold
12,000
0.07% 165
2017
Q1
$237K Hold
12,000
0.08% 159
2016
Q4
$232K Hold
12,000
0.08% 158
2016
Q3
$201K Hold
12,000
0.07% 166
2016
Q2
$172K Hold
12,000
0.06% 175
2016
Q1
$86K Hold
12,000
0.03% 229
2015
Q4
$165K Hold
12,000
0.06% 181
2015
Q3
$250K Hold
12,000
0.1% 156
2015
Q2
$385K Hold
12,000
0.14% 127
2015
Q1
$380K Hold
12,000
0.14% 133
2014
Q4
$344K Hold
12,000
0.13% 134
2014
Q3
$370K Hold
12,000
0.15% 122
2014
Q2
$354K Hold
12,000
0.14% 127
2014
Q1
$281K Hold
12,000
0.11% 148
2013
Q4
$245K Hold
12,000
0.1% 153
2013
Q3
$197K Hold
12,000
0.09% 162
2013
Q2
$179K Buy
+12,000
New +$179K 0.09% 159