AWCI
Alpine Woods Capital Investors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-5,000
| Closed | -$254K | – | 446 |
|
|
2017
Q4 | $254K | Hold |
5,000
| – | – | 0.01% | 386 |
|
|
2017
Q3 | $236K | Hold |
5,000
| – | – | 0.01% | 401 |
|
|
2017
Q2 | $220K | Hold |
5,000
| – | – | 0.01% | 408 |
|
|
2017
Q1 | $210K | Hold |
5,000
| – | – | 0.01% | 417 |
|
|
2016
Q4 | $215K | Buy |
+5,000
| New | +$215K | 0.01% | 403 |
|
|
2014
Q4 | – | Sell |
-11,500
| Closed | -$334K | – | 474 |
|
|
2014
Q3 | $334K | Hold |
11,500
| – | – | 0.02% | 376 |
|
|
2014
Q2 | $339 | Buy |
11,500
+1,000
| +10% | +$29 | 0.01% | 367 |
|
|
2014
Q1 | $325K | Buy |
+10,500
| New | +$325K | 0.02% | 364 |
|