Security National Trust’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-2,097	Closed	-$375K	–	406
2021 Q2	$375K	Sell	2,097 -50	-2%	-$8.94K	0.08%	126
2021 Q1	$361K	Hold	2,147	–	–	0.08%	127
2020 Q4	$345K	Sell	2,147 -350	-14%	-$56.2K	0.09%	127
2020 Q3	$367K	Hold	2,497	–	–	0.1%	117
2020 Q2	$319K	Hold	2,497	–	–	0.1%	122
2020 Q1	$245K	Hold	2,497	–	–	0.09%	126
2019 Q4	$313K	Buy	2,497 +137	+6%	+$17.2K	0.09%	127
2019 Q3	$285K	Hold	2,360	–	–	0.09%	128
2019 Q2	$281K	Hold	2,360	–	–	0.09%	131
2019 Q1	$269K	Buy	2,360 +1,900	+413%	+$217K	0.09%	130
2018 Q4	$46K	Hold	460	–	–	0.02%	244
2018 Q3	$54K	Hold	460	–	–	0.02%	255
2018 Q2	$50K	Hold	460	–	–	0.02%	263
2018 Q1	$46K	Hold	460	–	–	0.02%	264
2017 Q4	$46K	Hold	460	–	–	0.01%	265
2017 Q3	$42K	Buy	460 +310	+207%	+$28.3K	0.01%	273
2017 Q2	$13K	Hold	150	–	–	﹤0.01%	353
2017 Q1	$13K	Hold	150	–	–	﹤0.01%	349
2016 Q4	$12K	Hold	150	–	–	﹤0.01%	353
2016 Q3	$12K	Hold	150	–	–	﹤0.01%	364
2016 Q2	$12K	Hold	150	–	–	﹤0.01%	358
2016 Q1	$12K	Hold	150	–	–	﹤0.01%	365
2015 Q4	$12K	Hold	150	–	–	﹤0.01%	360
2015 Q3	$11K	Sell	150 -45	-23%	-$3.3K	﹤0.01%	370
2015 Q2	$14K	Hold	195	–	–	0.01%	367
2015 Q1	$14K	Hold	195	–	–	0.01%	378
2014 Q4	$14K	Hold	195	–	–	0.01%	383
2014 Q3	$13K	Hold	195	–	–	0.01%	388
2014 Q2	$13K	Hold	195	–	–	0.01%	393
2014 Q1	$13K	Hold	195	–	–	0.01%	387
2013 Q4	$13K	Buy	195 +150	+333%	+$10K	0.01%	386
2013 Q3	$3K	Hold	45	–	–	﹤0.01%	478
2013 Q2	$3K	Buy	+45	New	+$3K	﹤0.01%	470