Security National Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-134	Closed	-$4K	–	484
2020 Q1	$4K	Hold	134	–	–	﹤0.01%	422
2019 Q4	$4K	Buy	+134	New	+$4.26K	﹤0.01%	421
2018 Q1	–	Sell	-4,000	Closed	-$105K	–	405
2017 Q4	$105K	Hold	4,000	–	–	0.03%	217
2017 Q3	$106K	Hold	4,000	–	–	0.04%	223
2017 Q2	$104K	Hold	4,000	–	–	0.03%	228
2017 Q1	$103K	Hold	4,000	–	–	0.03%	229
2016 Q4	$97K	Hold	4,000	–	–	0.03%	224
2016 Q3	$98K	Hold	4,000	–	–	0.04%	225
2016 Q2	$105K	Hold	4,000	–	–	0.04%	216
2016 Q1	$99K	Hold	4,000	–	–	0.04%	221
2015 Q4	$87K	Hold	4,000	–	–	0.03%	224
2015 Q3	$87K	Sell	4,000 -104	-3%	-$2.24K	0.03%	228
2015 Q2	$85K	Hold	4,104	–	–	0.03%	244
2015 Q1	$91K	Hold	4,104	–	–	0.03%	239
2014 Q4	$96K	Hold	4,104	–	–	0.04%	227
2014 Q3	$86K	Hold	4,104	–	–	0.04%	233
2014 Q2	$91K	Hold	4,104	–	–	0.04%	225
2014 Q1	$85K	Hold	4,104	–	–	0.03%	234
2013 Q4	$78K	Hold	4,104	–	–	0.03%	239
2013 Q3	$77K	Hold	4,104	–	–	0.03%	228
2013 Q2	$77K	Buy	+4,104	New	+$80.4K	0.04%	225