Zions Trust National Association’s Altria Group MO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-1,000
| Closed | -$42K | – | 233 |
|
|
2014
Q2 | $42K | Hold |
1,000
| – | – | 0.06% | 97 |
|
|
2014
Q1 | $37K | Sell |
1,000
-2,000
| -67% | -$74K | 0.05% | 109 |
|
|
2013
Q4 | $115K | Sell |
3,000
-3,289
| -52% | -$126K | 0.16% | 57 |
|
|
2013
Q3 | $216K | Hold |
6,289
| – | – | 0.31% | 36 |
|
|
2013
Q2 | $220K | Buy |
+6,289
| New | +$220K | 0.31% | 36 |
|