Zions Trust National Association’s Microsoft MSFT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $290K | Buy |
6,228
+805
| +15% | +$37.5K | 0.42% | 28 |
|
2014
Q3 | $251K | Sell |
5,423
-1,025
| -16% | -$47.4K | 0.35% | 33 |
|
2014
Q2 | $269K | Hold |
6,448
| – | – | 0.38% | 32 |
|
2014
Q1 | $264K | Hold |
6,448
| – | – | 0.37% | 33 |
|
2013
Q4 | $241K | Buy |
6,448
+1,100
| +21% | +$41.1K | 0.33% | 36 |
|
2013
Q3 | $178K | Buy |
5,348
+1,610
| +43% | +$53.6K | 0.26% | 41 |
|
2013
Q2 | $129K | Buy |
+3,738
| New | +$129K | 0.18% | 51 |
|