Security National Trust’s S&P Global SPGI Stock Holding History

Security National Trust’s Portfolio SPGI Stock Details SPGI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$326K	Hold
2021 Q2	$326K	Sell
2021 Q1	$288K	Sell
2020 Q4	$279K	Hold
2020 Q3	$305K	Hold
2020 Q2	$280K	Hold
2020 Q1	$208K	Sell
2019 Q4	$250K	Sell
2019 Q3	$248K	Sell
2019 Q2	$263K	Sell
2019 Q1	$255K	Sell
2018 Q4	$215K	Sell
2018 Q3	$267K	Hold
2018 Q2	$279K	Sell
2018 Q1	$280K	Sell
2017 Q4	$319K	Hold
2017 Q3	$294K	Hold
2017 Q2	$275K	Hold
2017 Q1	$246K	Sell
2016 Q4	$211K	Hold
2016 Q3	$248K	Hold
2016 Q2	$211K	Buy