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Security National Trust’s SPDR S&P Dividend ETF SDY Stock Holding History

Security National Trust’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		$205K Hold
1,679
– – 0.05% 156
2021
Q2 		$205K Hold
1,679
– – 0.05% 161
2021
Q1 		$198K Buy
1,679
+125
+8% +$14.7K 0.05% 161
2020
Q4 		$165K Sell
1,554
-50
-3% -$5.31K 0.04% 175
2020
Q3 		$148K Hold
1,604
– – 0.04% 178
2020
Q2 		$146K Buy
1,604
+204
+15% +$18.6K 0.04% 174
2020
Q1 		$112K Hold
1,400
– – 0.04% 185
2019
Q4 		$151K Buy
1,400
+250
+22% +$27K 0.04% 180
2019
Q3 		$118K Hold
1,150
– – 0.04% 194
2019
Q2 		$116K Hold
1,150
– – 0.04% 199
2019
Q1 		$115K Hold
1,150
– – 0.04% 192
2018
Q4 		$103K Hold
1,150
– – 0.04% 191
2018
Q3 		$112K Hold
1,150
– – 0.04% 206
2018
Q2 		$106K Hold
1,150
– – 0.04% 211
2018
Q1 		$105K Hold
1,150
– – 0.03% 214
2017
Q4 		$109K Sell
1,150
-1,750
-60% -$166K 0.04% 215
2017
Q3 		$265K Hold
2,900
– – 0.09% 148
2017
Q2 		$258K Hold
2,900
– – 0.09% 154
2017
Q1 		$256K Hold
2,900
– – 0.09% 156
2016
Q4 		$248K Hold
2,900
– – 0.09% 154
2016
Q3 		$244K Hold
2,900
– – 0.09% 152
2016
Q2 		$243K Sell
2,900
-1,000
-26% -$83.8K 0.09% 153
2016
Q1 		$312K Hold
3,900
– – 0.12% 136
2015
Q4 		$286K Hold
3,900
– – 0.11% 144
2015
Q3 		$282K Hold
3,900
– – 0.11% 146
2015
Q2 		$297K Hold
3,900
– – 0.11% 154
2015
Q1 		$305K Hold
3,900
– – 0.11% 154
2014
Q4 		$307K Hold
3,900
– – 0.11% 145
2014
Q3 		$292K Hold
3,900
– – 0.12% 141
2014
Q2 		$299K Hold
3,900
– – 0.12% 142
2014
Q1 		$287K Sell
3,900
-50
-1% -$3.68K 0.12% 145
2013
Q4 		$287K Hold
3,950
– – 0.12% 143
2013
Q3 		$272K Hold
3,950
– – 0.12% 135
2013
Q2 		$262K Buy
+3,950
New +$262K 0.13% 128