Zions Trust National Association’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $1.42M | Buy |
12,654
+400
| +3% | +$44.9K | 2.04% | 6 |
|
|
2014
Q3 | $1.46M | Sell |
12,254
-38
| -0.3% | -$4.53K | 2.03% | 7 |
|
|
2014
Q2 | $1.61M | Sell |
12,292
-50
| -0.4% | -$6.53K | 2.25% | 8 |
|
|
2014
Q1 | $1.47M | Buy |
12,342
+3,730
| +43% | +$443K | 2.06% | 8 |
|
|
2013
Q4 | $1.08M | Sell |
8,612
-990
| -10% | -$124K | 1.47% | 11 |
|
|
2013
Q3 | $1.17M | Buy |
9,602
+130
| +1% | +$15.8K | 1.7% | 9 |
|
|
2013
Q2 | $1.12M | Buy |
+9,472
| New | +$1.12M | 1.58% | 8 |
|