Security National Trust’s Goldman Sachs GS Stock Holding History

Security National Trust’s Portfolio GS Stock Details GS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$1.95M	Hold	5,125	–	–	0.45%	69
2021 Q2	$1.95M	Sell	5,125 -160	-3%	-$60.7K	0.43%	71
2021 Q1	$1.73M	Sell	5,285 -30	-0.6%	-$9.82K	0.41%	72
2020 Q4	$1.4M	Buy	5,315 +270	+5%	+$71.2K	0.35%	76
2020 Q3	$1.01M	Buy	5,045 +475	+10%	+$95.4K	0.28%	80
2020 Q2	$903K	Buy	4,570 +85	+2%	+$16.8K	0.27%	82
2020 Q1	$693K	Buy	4,485 +45	+1%	+$6.95K	0.25%	86
2019 Q4	$1.02M	Buy	4,440 +30	+0.7%	+$6.9K	0.3%	82
2019 Q3	$914K	Buy	4,410 +195	+5%	+$40.4K	0.29%	85
2019 Q2	$862K	Buy	4,215 +55	+1%	+$11.2K	0.27%	86
2019 Q1	$799K	Sell	4,160 -75	-2%	-$14.4K	0.26%	87
2018 Q4	$707K	Sell	4,235 -12	-0.3%	-$2K	0.26%	90
2018 Q3	$952K	Buy	4,247 +120	+3%	+$26.9K	0.3%	84
2018 Q2	$910K	Buy	4,127 +90	+2%	+$19.8K	0.3%	83
2018 Q1	$1.02M	Buy	4,037 +80	+2%	+$20.2K	0.34%	79
2017 Q4	$1.01M	Buy	3,957 +240	+6%	+$61.1K	0.32%	81
2017 Q3	$881K	Sell	3,717 -345	-8%	-$81.8K	0.29%	84
2017 Q2	$902K	Sell	4,062 -130	-3%	-$28.9K	0.3%	85
2017 Q1	$963K	Sell	4,192 -52	-1%	-$11.9K	0.32%	80
2016 Q4	$1.02M	Buy	4,244 +147	+4%	+$35.2K	0.36%	74
2016 Q3	$661K	Hold	4,097	–	–	0.24%	91
2016 Q2	$609K	Hold	4,097	–	–	0.22%	92
2016 Q1	$643K	Buy	4,097 +85	+2%	+$13.3K	0.24%	91
2015 Q4	$723K	Sell	4,012 -50	-1%	-$9.01K	0.28%	86
2015 Q3	$706K	Sell	4,062 -225	-5%	-$39.1K	0.28%	87
2015 Q2	$895K	Hold	4,287	–	–	0.32%	75
2015 Q1	$806K	Buy	4,287 +70	+2%	+$13.2K	0.29%	81
2014 Q4	$817K	Buy	4,217 +181	+4%	+$35.1K	0.3%	78
2014 Q3	$741K	Buy	4,036 +5	+0.1%	+$918	0.3%	81
2014 Q2	$675K	Buy	4,031 +75	+2%	+$12.6K	0.26%	87
2014 Q1	$648K	Buy	3,956 +535	+16%	+$87.6K	0.26%	89
2013 Q4	$607K	Buy	3,421 +25	+0.7%	+$4.44K	0.25%	90
2013 Q3	$537K	Buy	3,396 +1,225	+56%	+$194K	0.24%	99
2013 Q2	$328K	Buy	+2,171	New	+$328K	0.16%	116