Zions Trust National Association’s 3M MMM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $627K | Sell |
4,569
-246
| -5% | -$33.8K | 0.9% | 11 |
|
2014
Q3 | $570K | Hold |
4,815
| – | – | 0.79% | 17 |
|
2014
Q2 | $577K | Sell |
4,815
-471
| -9% | -$56.4K | 0.81% | 16 |
|
2014
Q1 | $600K | Hold |
5,286
| – | – | 0.84% | 16 |
|
2013
Q4 | $620K | Sell |
5,286
-598
| -10% | -$70.1K | 0.85% | 15 |
|
2013
Q3 | $588K | Hold |
5,884
| – | – | 0.86% | 15 |
|
2013
Q2 | $538K | Buy |
+5,884
| New | +$538K | 0.76% | 16 |
|