Security National Trust’s Morgan Stanley MS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$43K	Hold	469	–	–	0.01%	276
2021 Q2	$43K	Buy	469 +68	+17%	+$6.24K	0.01%	284
2021 Q1	$31K	Hold	401	–	–	0.01%	297
2020 Q4	$27K	Hold	401	–	–	0.01%	300
2020 Q3	$19K	Hold	401	–	–	0.01%	313
2020 Q2	$19K	Hold	401	–	–	0.01%	312
2020 Q1	$14K	Hold	401	–	–	0.01%	336
2019 Q4	$20K	Hold	401	–	–	0.01%	323
2019 Q3	$17K	Hold	401	–	–	0.01%	297
2019 Q2	$18K	Hold	401	–	–	0.01%	296
2019 Q1	$17K	Hold	401	–	–	0.01%	302
2018 Q4	$16K	Sell	401 -312	-44%	-$12.4K	0.01%	289
2018 Q3	$33K	Sell	713 -585	-45%	-$27.1K	0.01%	277
2018 Q2	$62K	Buy	1,298 +624	+93%	+$29.8K	0.02%	248
2018 Q1	$36K	Hold	674	–	–	0.01%	275
2017 Q4	$35K	Sell	674 -253	-27%	-$13.1K	0.01%	277
2017 Q3	$45K	Hold	927	–	–	0.01%	269
2017 Q2	$41K	Sell	927 -176	-16%	-$7.78K	0.01%	290
2017 Q1	$48K	Hold	1,103	–	–	0.02%	279
2016 Q4	$46K	Hold	1,103	–	–	0.02%	282
2016 Q3	$36K	Hold	1,103	–	–	0.01%	302
2016 Q2	$29K	Sell	1,103 -90	-8%	-$2.37K	0.01%	309
2016 Q1	$29K	Hold	1,193	–	–	0.01%	308
2015 Q4	$38K	Hold	1,193	–	–	0.01%	284
2015 Q3	$38K	Hold	1,193	–	–	0.01%	292
2015 Q2	$46K	Sell	1,193 -150	-11%	-$5.78K	0.02%	282
2015 Q1	$48K	Hold	1,343	–	–	0.02%	287
2014 Q4	$52K	Buy	1,343 +872	+185%	+$33.8K	0.02%	274
2014 Q3	$16K	Buy	471 +145	+44%	+$4.93K	0.01%	363
2014 Q2	$11K	Hold	326	–	–	﹤0.01%	407
2014 Q1	$10K	Hold	326	–	–	﹤0.01%	412
2013 Q4	$11K	Hold	326	–	–	﹤0.01%	405
2013 Q3	$9K	Buy	326 +176	+117%	+$4.86K	﹤0.01%	400
2013 Q2	$4K	Buy	+150	New	+$4K	﹤0.01%	438