Security National Trust’s Xerox XRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-634
| Closed | -$15K | – | 393 |
|
|
2018
Q2 | $15K | Hold |
634
| – | – | 0.01% | 324 |
|
|
2018
Q1 | $18K | Buy |
+634
| New | +$18K | 0.01% | 311 |
|
|
2017
Q1 | – | Sell |
-702
| Closed | -$16K | – | 441 |
|
|
2016
Q4 | $16K | Hold |
702
| – | – | 0.01% | 339 |
|
|
2016
Q3 | $19K | Hold |
702
| – | – | 0.01% | 344 |
|
|
2016
Q2 | $18K | Hold |
702
| – | – | 0.01% | 336 |
|
|
2016
Q1 | $21K | Hold |
702
| – | – | 0.01% | 331 |
|
|
2015
Q4 | $20K | Hold |
702
| – | – | 0.01% | 327 |
|
|
2015
Q3 | $18K | Hold |
702
| – | – | 0.01% | 339 |
|
|
2015
Q2 | $20K | Hold |
702
| – | – | 0.01% | 344 |
|
|
2015
Q1 | $24K | Hold |
702
| – | – | 0.01% | 340 |
|
|
2014
Q4 | $26K | Hold |
702
| – | – | 0.01% | 332 |
|
|
2014
Q3 | $25K | Hold |
702
| – | – | 0.01% | 326 |
|
|
2014
Q2 | $23K | Hold |
702
| – | – | 0.01% | 345 |
|
|
2014
Q1 | $21K | Hold |
702
| – | – | 0.01% | 350 |
|
|
2013
Q4 | $23K | Hold |
702
| – | – | 0.01% | 337 |
|
|
2013
Q3 | $19K | Hold |
702
| – | – | 0.01% | 338 |
|
|
2013
Q2 | $16K | Buy |
+702
| New | +$16K | 0.01% | 342 |
|