Security National Trust’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $136K | Hold |
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|
2021
Q2 | $136K | Hold |
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|
2021
Q1 | $125K | Hold |
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|
2020
Q4 | $116K | Hold |
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|
2020
Q3 | $86K | Sell |
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|
2020
Q2 | $100K | Sell |
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|
2020
Q1 | $86K | Hold |
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|
2019
Q4 | $147K | Hold |
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|
2019
Q3 | $146K | Hold |
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|
2019
Q2 | $146K | Hold |
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|
2019
Q1 | $132K | Buy |
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|
2018
Q4 | $114K | Sell |
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|
2018
Q3 | $131K | Hold |
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|
2018
Q2 | $127K | Hold |
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|
2018
Q1 | $182K | Hold |
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|
2017
Q4 | $197K | Hold |
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|
2017
Q3 | $162K | Hold |
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|
2017
Q2 | $154K | Hold |
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|
2017
Q1 | $143K | Hold |
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|
2016
Q4 | $154K | Hold |
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|
2016
Q3 | $162K | Hold |
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|
2016
Q2 | $156K | Hold |
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|
2016
Q1 | $157K | Sell |
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|
2015
Q4 | $160K | Hold |
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|
2015
Q3 | $161K | Hold |
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|
2015
Q2 | $188K | Hold |
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|
2015
Q1 | $190K | Hold |
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|
2014
Q4 | $184K | Hold |
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|
2014
Q3 | $165K | Hold |
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|
2014
Q2 | $173K | Hold |
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|
2014
Q1 | $171K | Hold |
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|
2013
Q4 | $161K | Hold |
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|
2013
Q3 | $152K | Sell |
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|
2013
Q2 | $156K | Buy |
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