Security National Trust’s Trade Desk TTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.32M | Hold |
17,000
| – | – | 0.3% | 81 |
|
|
2021
Q2 | $1.32M | Hold |
17,000
| – | – | 0.29% | 84 |
|
|
2021
Q1 | $1.11M | Hold |
17,000
| – | – | 0.26% | 87 |
|
|
2020
Q4 | $1.36M | Hold |
17,000
| – | – | 0.34% | 77 |
|
|
2020
Q3 | $882K | Hold |
17,000
| – | – | 0.25% | 86 |
|
|
2020
Q2 | $691K | Buy |
17,000
+9,830
| +137% | +$400K | 0.21% | 94 |
|
|
2020
Q1 | $138K | Hold |
7,170
| – | – | 0.05% | 164 |
|
|
2019
Q4 | $186K | Buy |
7,170
+2,170
| +43% | +$56.3K | 0.05% | 165 |
|
|
2019
Q3 | $94K | Hold |
5,000
| – | – | 0.03% | 209 |
|
|
2019
Q2 | $114K | Hold |
5,000
| – | – | 0.04% | 201 |
|
|
2019
Q1 | $99K | Hold |
5,000
| – | – | 0.03% | 207 |
|
|
2018
Q4 | $58K | Hold |
5,000
| – | – | 0.02% | 231 |
|
|
2018
Q3 | $75K | Sell |
5,000
-10,000
| -67% | -$150K | 0.02% | 234 |
|
|
2018
Q2 | $141K | Hold |
15,000
| – | – | 0.05% | 189 |
|
|
2018
Q1 | $74K | Hold |
15,000
| – | – | 0.02% | 238 |
|
|
2017
Q4 | $69K | Buy |
15,000
+5,000
| +50% | +$23K | 0.02% | 248 |
|
|
2017
Q3 | $62K | Buy |
+10,000
| New | +$62K | 0.02% | 253 |
|