Buckley Wealth Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-13,840
| Closed | -$636K | – | 152 |
|
|
2019
Q2 | $636K | Buy |
13,840
+650
| +5% | +$29.9K | 0.3% | 66 |
|
|
2019
Q1 | $599K | Sell |
13,190
-35
| -0.3% | -$1.59K | 0.28% | 73 |
|
|
2018
Q4 | $539K | Hold |
13,225
| – | – | 0.28% | 75 |
|
|
2018
Q3 | $663K | Buy |
13,225
+45
| +0.3% | +$2.26K | 0.29% | 75 |
|
|
2018
Q2 | $694K | Hold |
13,180
| – | – | 0.33% | 65 |
|
|
2018
Q1 | $695K | Buy |
13,180
+405
| +3% | +$21.4K | 0.34% | 62 |
|
|
2017
Q4 | $649K | Buy |
+12,775
| New | +$649K | 0.33% | 73 |
|