Burney Company’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-22,572
| Closed | -$1.4M | – | 600 |
|
2021
Q3 | $1.4M | Buy |
+22,572
| New | +$1.4M | 0.07% | 261 |
|
2018
Q4 | – | Sell |
-4,210
| Closed | -$211K | – | 451 |
|
2018
Q3 | $211K | Buy |
4,210
+25
| +0.6% | +$1.25K | 0.01% | 428 |
|
2018
Q2 | $221K | Buy |
4,185
+100
| +2% | +$5.28K | 0.01% | 418 |
|
2018
Q1 | $215K | Hold |
4,085
| – | – | 0.01% | 391 |
|
2017
Q4 | $208K | Buy |
+4,085
| New | +$208K | 0.01% | 418 |
|