Zions Trust National Association’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $604K | Buy |
14,307
+725
| +5% | +$30.6K | 0.87% | 12 |
|
2014
Q3 | $579K | Sell |
13,582
-200
| -1% | -$8.53K | 0.8% | 16 |
|
2014
Q2 | $584K | Sell |
13,782
-200
| -1% | -$8.48K | 0.82% | 15 |
|
2014
Q1 | $540K | Buy |
13,982
+400
| +3% | +$15.4K | 0.76% | 18 |
|
2013
Q4 | $561K | Sell |
13,582
-1,190
| -8% | -$49.2K | 0.77% | 18 |
|
2013
Q3 | $560K | Buy |
14,772
+450
| +3% | +$17.1K | 0.81% | 17 |
|
2013
Q2 | $575K | Buy |
+14,322
| New | +$575K | 0.81% | 13 |
|