AS
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AM Squared’s Zions Bancorporation ZION Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,500
Closed -$175K 138
2023
Q2
$175K Buy
6,500
+1,000
+18% +$26.9K 0.2% 42
2023
Q1
$165K Sell
5,500
-6,900
-56% -$207K 0.13% 87
2022
Q4
$610K Buy
+12,400
New +$610K 0.4% 30