CMBA
C.M. Bidwell & Associates’s Zions Bancorporation ZION Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,792
| Closed | -$193K | – | 542 |
|
2022
Q3 | $193K | Buy |
3,792
+5
| +0.1% | +$254 | 0.16% | 118 |
|
2022
Q2 | $193K | Buy |
3,787
+37
| +1% | +$1.89K | 0.15% | 119 |
|
2022
Q1 | $246K | Buy |
3,750
+2,710
| +261% | +$178K | 0.16% | 121 |
|
2021
Q4 | $66K | Buy |
+1,040
| New | +$66K | 0.04% | 280 |
|
2020
Q3 | – | Sell |
-7,585
| Closed | -$258K | – | 518 |
|
2020
Q2 | $258K | Buy |
+7,585
| New | +$258K | 0.24% | 104 |
|
2019
Q3 | – | Sell |
-11,860
| Closed | -$545K | – | 485 |
|
2019
Q2 | $545K | Sell |
11,860
-5,075
| -30% | -$233K | 0.54% | 47 |
|
2019
Q1 | $769K | Buy |
16,935
+6,420
| +61% | +$292K | 0.77% | 25 |
|
2018
Q4 | $428K | Buy |
+10,515
| New | +$428K | 0.46% | 57 |
|
2017
Q4 | – | Sell |
-8,400
| Closed | -$396K | – | 458 |
|
2017
Q3 | $396K | Sell |
8,400
-97,325
| -92% | -$4.59M | 0.61% | 51 |
|
2017
Q2 | $4.64M | Buy |
105,725
+110
| +0.1% | +$4.83K | 0.99% | 34 |
|
2017
Q1 | $4.44M | Sell |
105,615
-95
| -0.1% | -$3.99K | 1% | 33 |
|
2016
Q4 | $4.55M | Sell |
105,710
-23,500
| -18% | -$1.01M | 1.07% | 26 |
|
2016
Q3 | $4.01M | Buy |
+129,210
| New | +$4.01M | 0.96% | 42 |
|