LFA
Legacy Financial Advisors’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-837
| Closed | -$38K | – | 933 |
|
|
2019
Q1 | $38K | Buy |
837
+260
| +45% | +$11.8K | 0.01% | 323 |
|
|
2018
Q4 | $24K | Buy |
577
+469
| +434% | +$19.5K | 0.01% | 375 |
|
|
2018
Q3 | $5K | Hold |
108
| – | – | ﹤0.01% | 705 |
|
|
2018
Q2 | $6K | Hold |
108
| – | – | ﹤0.01% | 676 |
|
|
2018
Q1 | $5K | Buy |
108
+64
| +145% | +$2.96K | ﹤0.01% | 655 |
|
|
2017
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 759 |
|