Financial Architects (New Jersey)’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-302	Closed	-$14K	–	1533
2019 Q1	$14K	Sell	302 -22	-7%	-$1.05K	﹤0.01%	1015
2018 Q4	$13K	Buy	324 +32	+11%	+$1.49K	﹤0.01%	941
2018 Q3	$15K	Sell	292 -4	-1%	-$211	﹤0.01%	1002
2018 Q2	$16K	Sell	296 -4	-1%	-$221	﹤0.01%	869
2018 Q1	$16K	Sell	300 -21	-7%	-$1.13K	﹤0.01%	955
2017 Q4	$16K	Hold	321	–	–	﹤0.01%	1030
2017 Q3	$15K	Sell	321 -17	-5%	-$756	﹤0.01%	1032
2017 Q2	$15K	Buy	338 +41	+14%	+$1.69K	﹤0.01%	1051
2017 Q1	$12K	Sell	297 -716	-71%	-$31.1K	﹤0.01%	1094
2016 Q4	$44K	Buy	1,013 +586	+137%	+$21.6K	0.01%	602
2016 Q3	$14K	Hold	427	–	–	﹤0.01%	930
2016 Q2	$11K	Buy	427 +341	+397%	+$9.05K	﹤0.01%	961
2016 Q1	$2K	Buy	+86	New	+$1.98K	﹤0.01%	1088