Zurich Cantonal Bank’s EXCEL TRUST , INC COM STK EXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-1,196
| Closed | -$19K | – | 2467 |
|
|
2015
Q2 | $19K | Hold |
1,196
| – | – | ﹤0.01% | 1121 |
|
|
2015
Q1 | $17K | Buy |
1,196
+540
| +82% | +$7.68K | ﹤0.01% | 1159 |
|
|
2014
Q4 | $9K | Hold |
656
| – | – | ﹤0.01% | 956 |
|
|
2014
Q3 | $8K | Buy |
656
+350
| +114% | +$4.27K | ﹤0.01% | 941 |
|
|
2014
Q2 | $4K | Hold |
306
| – | – | ﹤0.01% | 994 |
|
|
2014
Q1 | $4K | Hold |
306
| – | – | ﹤0.01% | 976 |
|
|
2013
Q4 | $3K | Buy |
306
+102
| +50% | +$1K | ﹤0.01% | 971 |
|
|
2013
Q3 | $2K | Hold |
204
| – | – | ﹤0.01% | 977 |
|
|
2013
Q2 | $3K | Buy |
+204
| New | +$3K | ﹤0.01% | 969 |
|