JWM
Jacobus Wealth Management’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-4,600
| Closed | -$143K | – | 228 |
|
|
2016
Q3 | $143K | Buy |
4,600
+500
| +12% | +$15.5K | 0.04% | 193 |
|
|
2016
Q2 | $103K | Sell |
4,100
-870
| -18% | -$21.9K | 0.03% | 210 |
|
|
2016
Q1 | $120K | Buy |
4,970
+600
| +14% | +$14.5K | 0.04% | 249 |
|
|
2015
Q4 | $119K | Hold |
4,370
| – | – | 0.03% | 261 |
|
|
2015
Q3 | $120K | Buy |
4,370
+800
| +22% | +$22K | 0.04% | 262 |
|
|
2015
Q2 | $113K | Buy |
+3,570
| New | +$113K | 0.03% | 293 |
|
|
2015
Q1 | – | Sell |
-3,570
| Closed | -$102K | – | 310 |
|
|
2014
Q4 | $102K | Buy |
+3,570
| New | +$102K | 0.03% | 292 |
|