Divergent Wealth Advisors’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,279
| Closed | -$213K | – | 42 |
|
|
2020
Q2 | $213K | Buy |
+6,279
| New | +$213K | 0.06% | 34 |
|
|
2020
Q1 | – | Sell |
-8,792
| Closed | -$456K | – | 43 |
|
|
2019
Q4 | $456K | Hold |
8,792
| – | – | 0.13% | 26 |
|
|
2019
Q3 | $391K | Hold |
8,792
| – | – | 0.12% | 28 |
|
|
2019
Q2 | $404K | Buy |
8,792
+533
| +6% | +$24.5K | 0.13% | 27 |
|
|
2019
Q1 | $375K | Hold |
8,259
| – | – | 0.12% | 28 |
|
|
2018
Q4 | $336K | Hold |
8,259
| – | – | 0.12% | 32 |
|
|
2018
Q3 | $423K | Hold |
8,259
| – | – | 0.15% | 25 |
|
|
2018
Q2 | $435K | Hold |
8,259
| – | – | 0.16% | 24 |
|
|
2018
Q1 | $435K | Buy |
8,259
+4,228
| +105% | +$223K | 0.16% | 24 |
|
|
2017
Q4 | $204K | Buy |
+4,031
| New | +$204K | 0.09% | 18 |
|