J.W. Cole Advisors’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,279	Closed	-$269K	–	772
2022 Q2	$269K	Buy	5,279 +147	+3%	+$7.49K	0.02%	583
2022 Q1	$336K	Buy	+5,132	New	+$336K	0.02%	580
2020 Q4	–	Sell	-11,829	Closed	-$346K	–	895
2020 Q3	$346K	Buy	+11,829	New	+$346K	0.03%	495