Zions Trust National Association’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $409K | Sell |
2,666
-330
| -11% | -$50.6K | 0.59% | 22 |
|
|
2014
Q3 | $544K | Sell |
2,996
-306
| -9% | -$55.6K | 0.76% | 19 |
|
|
2014
Q2 | $572K | Buy |
3,302
+78
| +2% | +$13.5K | 0.8% | 17 |
|
|
2014
Q1 | $593K | Hold |
3,224
| – | – | 0.83% | 17 |
|
|
2013
Q4 | $578K | Hold |
3,224
| – | – | 0.79% | 17 |
|
|
2013
Q3 | $570K | Buy |
3,224
+228
| +8% | +$40.3K | 0.83% | 16 |
|
|
2013
Q2 | $547K | Buy |
+2,996
| New | +$547K | 0.77% | 15 |
|