Middleton & Co’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-74,910
| Closed | -$2.21M | – | 162 |
|
|
2014
Q2 | $2.21M | Sell |
74,910
-21,465
| -22% | -$633K | 0.5% | 58 |
|
|
2014
Q1 | $2.99M | Buy |
96,375
+18,840
| +24% | +$584K | 0.7% | 50 |
|
|
2013
Q4 | $2.32M | Buy |
77,535
+6,090
| +9% | +$182K | 0.61% | 50 |
|
|
2013
Q3 | $1.96M | Buy |
+71,445
| New | +$1.96M | 0.52% | 63 |
|