IBEX Wealth Advisors’s Zions Bancorporation ZION Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-3,395
Closed -$214K 207
2021
Q4
$214K Sell
3,395
-45
-1% -$2.84K 0.04% 173
2021
Q3
$213K Buy
+3,440
New +$213K 0.04% 170