Capital Management Associates (New York)’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-5,600
| Closed | -$281K | – | 131 |
|
|
2018
Q3 | $281K | Hold |
5,600
| – | – | 0.35% | 119 |
|
|
2018
Q2 | $295K | Buy |
+5,600
| New | +$295K | 0.37% | 119 |
|
|
2015
Q2 | – | Sell |
-15,000
| Closed | -$405K | – | 155 |
|
|
2015
Q1 | $405K | Hold |
15,000
| – | – | 0.54% | 91 |
|
|
2014
Q4 | $428K | Hold |
15,000
| – | – | 0.63% | 77 |
|
|
2014
Q3 | $436K | Hold |
15,000
| – | – | 0.66% | 71 |
|
|
2014
Q2 | $442K | Hold |
15,000
| – | – | 0.65% | 74 |
|
|
2014
Q1 | $465K | Buy |
+15,000
| New | +$465K | 0.67% | 71 |
|