Asset Dedication LLC’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-23	Closed	-$1K	–	1094
2022 Q4	$1K	Buy	23 +7	+44%	+$304	﹤0.01%	974
2022 Q3	$1K	Buy	+16	New	+$1K	﹤0.01%	921
2022 Q2	–	Sell	-16	Closed	-$1K	–	1028
2022 Q1	$1K	Buy	+16	New	+$1K	﹤0.01%	962