JWM
Janiczek Wealth Management’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-8
| Closed | -$240 | – | 1029 |
|
|
2023
Q1 | $240 | Sell |
8
-8
| -50% | -$240 | ﹤0.01% | 956 |
|
|
2022
Q4 | $823 | Hold |
16
| – | – | ﹤0.01% | 871 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 890 |
|
|
2022
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 922 |
|
|
2022
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 919 |
|
|
2021
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 981 |
|
|
2021
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 945 |
|
|
2021
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 884 |
|
|
2021
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 780 |
|