Security National Trust’s US Steel X Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-30
| Closed | -$1K | – | 392 |
|
2018
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 388 |
|
2018
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 385 |
|
2016
Q2 | – | Sell |
-800
| Closed | -$13K | – | 468 |
|
2016
Q1 | $13K | Hold |
800
| – | – | ﹤0.01% | 357 |
|
2015
Q4 | $6K | Buy |
800
+300
| +60% | +$2.25K | ﹤0.01% | 404 |
|
2015
Q3 | $5K | Buy |
+500
| New | +$5K | ﹤0.01% | 421 |
|