MUMSS
Mitsubishi UFJ Morgan Stanley Securities’s Zions Bancorporation ZION Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-240
| Closed | -$12K | – | 193 |
|
|
2022
Q4 | $12K | Sell |
240
-250
| -51% | -$12.5K | 0.11% | 109 |
|
|
2022
Q3 | $25K | Hold |
490
| – | – | 0.34% | 58 |
|
|
2022
Q2 | $25K | Hold |
490
| – | – | 0.03% | 57 |
|
|
2022
Q1 | $32K | Buy |
+490
| New | +$32K | 0.03% | 53 |
|
|
2014
Q4 | $20K | Buy |
+690
| New | +$20K | 0.04% | 141 |
|
|
2014
Q2 | – | Sell |
-570
| Closed | -$18K | – | 297 |
|
|
2014
Q1 | $18K | Sell |
570
-570
| -50% | -$18K | 0.05% | 136 |
|
|
2013
Q4 | $34K | Sell |
1,140
-2,050
| -64% | -$61.1K | 0.06% | 118 |
|
|
2013
Q3 | $87K | Buy |
3,190
+2,190
| +219% | +$59.7K | 0.14% | 26 |
|
|
2013
Q2 | $29K | Buy |
+1,000
| New | +$29K | 0.1% | 128 |
|