Security National Trust’s Pinnacle West Capital PNW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$246K	Hold	3,000	–	–	0.06%	149
2021 Q2	$246K	Hold	3,000	–	–	0.05%	154
2021 Q1	$244K	Hold	3,000	–	–	0.06%	150
2020 Q4	$240K	Hold	3,000	–	–	0.06%	150
2020 Q3	$224K	Hold	3,000	–	–	0.06%	147
2020 Q2	$220K	Hold	3,000	–	–	0.07%	145
2020 Q1	$227K	Hold	3,000	–	–	0.08%	129
2019 Q4	$270K	Hold	3,000	–	–	0.08%	132
2019 Q3	$291K	Hold	3,000	–	–	0.09%	127
2019 Q2	$282K	Hold	3,000	–	–	0.09%	130
2019 Q1	$287K	Hold	3,000	–	–	0.09%	128
2018 Q4	$256K	Hold	3,000	–	–	0.1%	130
2018 Q3	$238K	Hold	3,000	–	–	0.07%	147
2018 Q2	$242K	Hold	3,000	–	–	0.08%	145
2018 Q1	$239K	Sell	3,000 -2,800	-48%	-$223K	0.08%	144
2017 Q4	$494K	Hold	5,800	–	–	0.16%	107
2017 Q3	$490K	Hold	5,800	–	–	0.16%	107
2017 Q2	$494K	Hold	5,800	–	–	0.17%	108
2017 Q1	$484K	Hold	5,800	–	–	0.16%	113
2016 Q4	$453K	Hold	5,800	–	–	0.16%	115
2016 Q3	$441K	Hold	5,800	–	–	0.16%	113
2016 Q2	$470K	Hold	5,800	–	–	0.17%	109
2016 Q1	$435K	Hold	5,800	–	–	0.16%	113
2015 Q4	$374K	Hold	5,800	–	–	0.15%	120
2015 Q3	$372K	Hold	5,800	–	–	0.14%	123
2015 Q2	$330K	Hold	5,800	–	–	0.12%	144
2015 Q1	$370K	Hold	5,800	–	–	0.13%	136
2014 Q4	$396K	Buy	5,800 +2,000	+53%	+$137K	0.14%	127
2014 Q3	$208K	Sell	3,800 -2,200	-37%	-$120K	0.08%	172
2014 Q2	$347K	Hold	6,000	–	–	0.14%	129
2014 Q1	$328K	Buy	6,000 +3,000	+100%	+$164K	0.13%	134
2013 Q4	$159K	Hold	3,000	–	–	0.07%	184
2013 Q3	$164K	Hold	3,000	–	–	0.07%	170
2013 Q2	$166K	Buy	+3,000	New	+$166K	0.08%	162