Security National Trust’s J.M. Smucker SJM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$1K	Hold	8	–	–	﹤0.01%	390
2021 Q2	$1K	Hold	8	–	–	﹤0.01%	402
2021 Q1	$1K	Hold	8	–	–	﹤0.01%	387
2020 Q4	$1K	Hold	8	–	–	﹤0.01%	404
2020 Q3	$1K	Hold	8	–	–	﹤0.01%	405
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	402
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	466
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	433
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	358
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	367
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	369
2018 Q4	$1K	Hold	8	–	–	﹤0.01%	363
2018 Q3	$1K	Hold	8	–	–	﹤0.01%	374
2018 Q2	$1K	Hold	8	–	–	﹤0.01%	386
2018 Q1	$1K	Hold	8	–	–	﹤0.01%	383
2017 Q4	$1K	Hold	8	–	–	﹤0.01%	384
2017 Q3	$1K	Hold	8	–	–	﹤0.01%	392
2017 Q2	$1K	Sell	8 -4	-33%	-$500	﹤0.01%	407
2017 Q1	$2K	Hold	12	–	–	﹤0.01%	414
2016 Q4	$2K	Hold	12	–	–	﹤0.01%	417
2016 Q3	$2K	Hold	12	–	–	﹤0.01%	442
2016 Q2	$2K	Hold	12	–	–	﹤0.01%	440
2016 Q1	$2K	Hold	12	–	–	﹤0.01%	443
2015 Q4	$1K	Hold	12	–	–	﹤0.01%	474
2015 Q3	$1K	Hold	12	–	–	﹤0.01%	458
2015 Q2	$1K	Hold	12	–	–	﹤0.01%	470
2015 Q1	$1K	Hold	12	–	–	﹤0.01%	470
2014 Q4	$1K	Hold	12	–	–	﹤0.01%	500
2014 Q3	$1K	Sell	12 -52	-81%	-$4.33K	﹤0.01%	508
2014 Q2	$7K	Hold	64	–	–	﹤0.01%	445
2014 Q1	$6K	Hold	64	–	–	﹤0.01%	451
2013 Q4	$7K	Buy	64 +52	+433%	+$5.69K	﹤0.01%	441
2013 Q3	$1K	Sell	12 -3	-20%	-$250	﹤0.01%	517
2013 Q2	$2K	Buy	+15	New	+$2K	﹤0.01%	481