Zions Trust National Association’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $540K | Hold |
9,850
| – | – | 0.78% | 19 |
|
|
2014
Q3 | $511K | Hold |
9,850
| – | – | 0.71% | 21 |
|
|
2014
Q2 | $518K | Hold |
9,850
| – | – | 0.73% | 21 |
|
|
2014
Q1 | $490K | Sell |
9,850
-150
| -2% | -$7.46K | 0.69% | 21 |
|
|
2013
Q4 | $454K | Hold |
10,000
| – | – | 0.62% | 21 |
|
|
2013
Q3 | $413K | Buy |
10,000
+150
| +2% | +$6.2K | 0.6% | 24 |
|
|
2013
Q2 | $407K | Buy |
+9,850
| New | +$407K | 0.57% | 22 |
|