Zions Trust National Association’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | $156K | Sell |
3,471
-414
| -11% | -$18.6K | 0.22% | 46 |
|
2014
Q3 | $149K | Hold |
3,885
| – | – | 0.21% | 46 |
|
2014
Q2 | $157K | Sell |
3,885
-246
| -6% | -$9.94K | 0.22% | 46 |
|
2014
Q1 | $169K | Sell |
4,131
-640
| -13% | -$26.2K | 0.24% | 45 |
|
2013
Q4 | $183K | Buy |
4,771
+80
| +2% | +$3.07K | 0.25% | 43 |
|
2013
Q3 | $156K | Hold |
4,691
| – | – | 0.23% | 45 |
|
2013
Q2 | $144K | Buy |
+4,691
| New | +$144K | 0.2% | 46 |
|