IHT Wealth Management’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,299
| Closed | -$276K | – | 1072 |
|
2023
Q4 | $276K | Hold |
6,299
| – | – | 0.01% | 797 |
|
2023
Q3 | $220K | Buy |
+6,299
| New | +$220K | 0.01% | 848 |
|
2018
Q2 | – | Sell |
-36
| Closed | -$2K | – | 1407 |
|
2018
Q1 | $2K | Hold |
36
| – | – | ﹤0.01% | 1536 |
|
2017
Q4 | $2K | Hold |
36
| – | – | ﹤0.01% | 1527 |
|
2017
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 1247 |
|
2017
Q2 | $31 | Hold |
36
| – | – | 0.02% | 655 |
|
2017
Q1 | $1K | Hold |
36
| – | – | ﹤0.01% | 1224 |
|
2016
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1062 |
|