Security National Trust’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $5.75M | Hold |
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|
2021
Q2 | $5.75M | Sell |
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|
2021
Q1 | $5.35M | Sell |
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|
2020
Q4 | $5.63M | Buy |
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|
2020
Q3 | $4.96M | Buy |
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|
2020
Q2 | $4.74M | Sell |
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|
2020
Q1 | $3.98M | Buy |
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|
2019
Q4 | $4.64M | Sell |
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|
2019
Q3 | $4.25M | Sell |
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|
2019
Q2 | $4.3M | Buy |
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|
2019
Q1 | $3.76M | Buy |
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|
2018
Q4 | $3.17M | Sell |
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|
2018
Q3 | $3.61M | Buy |
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|
2018
Q2 | $3.13M | Sell |
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|
2018
Q1 | $2.85M | Buy |
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|
2017
Q4 | $2.67M | Sell |
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|
2017
Q3 | $2.52M | Sell |
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|
2017
Q2 | $2.27M | Sell |
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|
2017
Q1 | $2.18M | Buy |
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|
2016
Q4 | $1.84M | Buy |
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|
2016
Q3 | $1.86M | Buy |
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|
2016
Q2 | $1.57M | Buy |
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|
2016
Q1 | $1.3M | Buy |
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|
2015
Q4 | $1.1M | Buy |
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|
2015
Q3 | $617K | Buy |
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|
2015
Q2 | $470K | Hold |
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|
2015
Q1 | $458K | Buy |
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|
2014
Q4 | $123K | Buy |
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|
2014
Q3 | $74K | Hold |
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|
2014
Q2 | $74K | Hold |
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|
2014
Q1 | $75K | Hold |
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|
2013
Q4 | $77K | Hold |
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|
2013
Q3 | $67K | Buy |
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|
2013
Q2 | $27K | Buy |
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