Northwest & Ethical Investments’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-34,790
| Closed | -$2.15M | – | 449 |
|
|
2021
Q3 | $2.15M | Sell |
34,790
-264
| -0.8% | -$16.3K | 0.07% | 230 |
|
|
2021
Q2 | $1.85M | Hold |
35,054
| – | – | 0.06% | 249 |
|
|
2021
Q1 | $1.93M | Buy |
35,054
+4,830
| +16% | +$265K | 0.07% | 272 |
|
|
2020
Q4 | $1.31M | Hold |
30,224
| – | – | 0.05% | 296 |
|
|
2020
Q3 | $883K | Buy |
30,224
+13,448
| +80% | +$393K | 0.04% | 322 |
|
|
2020
Q2 | $570K | Buy |
+16,776
| New | +$570K | 0.03% | 339 |
|