Security National Trust’s Ford F Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-287
| Closed | -$3K | – | 371 |
|
2019
Q1 | $3K | Hold |
287
| – | – | ﹤0.01% | 362 |
|
2018
Q4 | $2K | Hold |
287
| – | – | ﹤0.01% | 358 |
|
2018
Q3 | $3K | Hold |
287
| – | – | ﹤0.01% | 368 |
|
2018
Q2 | $3K | Hold |
287
| – | – | ﹤0.01% | 377 |
|
2018
Q1 | $3K | Hold |
287
| – | – | ﹤0.01% | 373 |
|
2017
Q4 | $4K | Hold |
287
| – | – | ﹤0.01% | 368 |
|
2017
Q3 | $3K | Hold |
287
| – | – | ﹤0.01% | 380 |
|
2017
Q2 | $3K | Hold |
287
| – | – | ﹤0.01% | 397 |
|
2017
Q1 | $3K | Hold |
287
| – | – | ﹤0.01% | 407 |
|
2016
Q4 | $3K | Hold |
287
| – | – | ﹤0.01% | 412 |
|
2016
Q3 | $3K | Sell |
287
-500
| -64% | -$5.23K | ﹤0.01% | 433 |
|
2016
Q2 | $10K | Hold |
787
| – | – | ﹤0.01% | 370 |
|
2016
Q1 | $11K | Hold |
787
| – | – | ﹤0.01% | 368 |
|
2015
Q4 | $11K | Hold |
787
| – | – | ﹤0.01% | 365 |
|
2015
Q3 | $11K | Sell |
787
-316
| -29% | -$4.42K | ﹤0.01% | 367 |
|
2015
Q2 | $16K | Hold |
1,103
| – | – | 0.01% | 355 |
|
2015
Q1 | $18K | Hold |
1,103
| – | – | 0.01% | 356 |
|
2014
Q4 | $17K | Hold |
1,103
| – | – | 0.01% | 361 |
|
2014
Q3 | $16K | Sell |
1,103
-700
| -39% | -$10.2K | 0.01% | 360 |
|
2014
Q2 | $31K | Buy |
1,803
+316
| +21% | +$5.43K | 0.01% | 313 |
|
2014
Q1 | $23K | Buy |
1,487
+287
| +24% | +$4.44K | 0.01% | 343 |
|
2013
Q4 | $19K | Buy |
+1,200
| New | +$19K | 0.01% | 357 |
|