Zions Trust National Association’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $408K | Sell |
14,756
-700
| -5% | -$19.4K | 0.59% | 23 |
|
|
2014
Q3 | $389K | Hold |
15,456
| – | – | 0.54% | 25 |
|
|
2014
Q2 | $359K | Sell |
15,456
-1,540
| -9% | -$35.8K | 0.5% | 26 |
|
|
2014
Q1 | $326K | Buy |
16,996
+1,680
| +11% | +$32.2K | 0.46% | 27 |
|
|
2013
Q4 | $307K | Sell |
15,316
-2,128
| -12% | -$42.7K | 0.42% | 28 |
|
|
2013
Q3 | $297K | Sell |
17,444
-1,932
| -10% | -$32.9K | 0.43% | 28 |
|
|
2013
Q2 | $275K | Buy |
+19,376
| New | +$275K | 0.39% | 25 |
|