Security National Trust’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	$700K	Hold	3,800	–	–	0.16%	101
2021 Q2	$700K	Sell	3,800 -250	-6%	-$46.1K	0.16%	105
2021 Q1	$671K	Hold	4,050	–	–	0.16%	103
2020 Q4	$588K	Hold	4,050	–	–	0.15%	103
2020 Q3	$491K	Hold	4,050	–	–	0.14%	106
2020 Q2	$360K	Sell	4,050 -48	-1%	-$4.27K	0.11%	114
2020 Q1	$338K	Buy	4,098 +48	+1%	+$3.96K	0.12%	109
2019 Q4	$538K	Hold	4,050	–	–	0.16%	103
2019 Q3	$499K	Hold	4,050	–	–	0.16%	104
2019 Q2	$513K	Hold	4,050	–	–	0.16%	102
2019 Q1	$437K	Hold	4,050	–	–	0.14%	108
2018 Q4	$369K	Sell	4,050 -75	-2%	-$6.83K	0.14%	110
2018 Q3	$422K	Sell	4,125 -25	-0.6%	-$2.56K	0.13%	112
2018 Q2	$372K	Hold	4,150	–	–	0.12%	122
2018 Q1	$355K	Hold	4,150	–	–	0.12%	125
2017 Q4	$370K	Hold	4,150	–	–	0.12%	124
2017 Q3	$370K	Hold	4,150	–	–	0.12%	123
2017 Q2	$379K	Sell	4,150 -450	-10%	-$41.1K	0.13%	125
2017 Q1	$374K	Hold	4,600	–	–	0.13%	128
2016 Q4	$345K	Hold	4,600	–	–	0.12%	130
2016 Q3	$312K	Sell	4,600 -500	-10%	-$33.9K	0.11%	136
2016 Q2	$324K	Sell	5,100 -600	-11%	-$38.1K	0.12%	132
2016 Q1	$354K	Buy	5,700 +300	+6%	+$18.6K	0.13%	125
2015 Q4	$299K	Hold	5,400	–	–	0.12%	138
2015 Q3	$274K	Hold	5,400	–	–	0.11%	153
2015 Q2	$364K	Hold	5,400	–	–	0.13%	135
2015 Q1	$367K	Sell	5,400 -100	-2%	-$6.8K	0.13%	138
2014 Q4	$349K	Hold	5,500	–	–	0.13%	133
2014 Q3	$310K	Hold	5,500	–	–	0.13%	135
2014 Q2	$344K	Sell	5,500 -100	-2%	-$6.26K	0.13%	131
2014 Q1	$321K	Hold	5,600	–	–	0.13%	135
2013 Q4	$345K	Sell	5,600 -1,536	-22%	-$94.6K	0.14%	124
2013 Q3	$370K	Hold	7,136	–	–	0.17%	117
2013 Q2	$317K	Buy	+7,136	New	+$317K	0.15%	119