Security National Trust’s Newell Brands NWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$5K Hold
200
﹤0.01% 368
2021
Q2
$5K Hold
200
﹤0.01% 379
2021
Q1
$5K Hold
200
﹤0.01% 373
2020
Q4
$4K Hold
200
﹤0.01% 390
2020
Q3
$3K Hold
200
﹤0.01% 386
2020
Q2
$3K Hold
200
﹤0.01% 387
2020
Q1
$3K Hold
200
﹤0.01% 429
2019
Q4
$4K Hold
200
﹤0.01% 418
2019
Q3
$4K Hold
200
﹤0.01% 349
2019
Q2
$3K Hold
200
﹤0.01% 361
2019
Q1
$3K Hold
200
﹤0.01% 364
2018
Q4
$4K Hold
200
﹤0.01% 352
2018
Q3
$4K Hold
200
﹤0.01% 365
2018
Q2
$5K Hold
200
﹤0.01% 370
2018
Q1
$5K Hold
200
﹤0.01% 362
2017
Q4
$6K Hold
200
﹤0.01% 361
2017
Q3
$9K Sell
200
-1,600
-89% -$72K ﹤0.01% 354
2017
Q2
$96K Sell
1,800
-1,000
-36% -$53.3K 0.03% 236
2017
Q1
$132K Hold
2,800
0.04% 206
2016
Q4
$125K Sell
2,800
-200
-7% -$8.93K 0.04% 208
2016
Q3
$158K Hold
3,000
0.06% 185
2016
Q2
$146K Sell
3,000
-300
-9% -$14.6K 0.05% 191
2016
Q1
$146K Sell
3,300
-100
-3% -$4.42K 0.05% 187
2015
Q4
$150K Hold
3,400
0.06% 186
2015
Q3
$135K Sell
3,400
-200
-6% -$7.94K 0.05% 196
2015
Q2
$148K Sell
3,600
-200
-5% -$8.22K 0.05% 196
2015
Q1
$148K Hold
3,800
0.05% 202
2014
Q4
$145K Sell
3,800
-200
-5% -$7.63K 0.05% 193
2014
Q3
$138K Sell
4,000
-300
-7% -$10.4K 0.06% 190
2014
Q2
$133K Sell
4,300
-200
-4% -$6.19K 0.05% 196
2014
Q1
$135K Sell
4,500
-450
-9% -$13.5K 0.05% 196
2013
Q4
$160K Hold
4,950
0.07% 183
2013
Q3
$136K Hold
4,950
0.06% 185
2013
Q2
$130K Buy
+4,950
New +$130K 0.06% 182