SNT
XYZ

Security National Trust’s Block, Inc. XYZ Stock Holding History

Security National Trust’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,290
Closed -$802K – 407
2021
Q2 		$802K Buy
3,290
+2,890
+723% +$704K 0.18% 98
2021
Q1 		$91K Buy
400
+300
+300% +$68.3K 0.02% 232
2020
Q4 		$22K Buy
+100
New +$22K 0.01% 315