Pinnacle Wealth Planning Services’s Zions Bancorporation ZION Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q1
Sell
-638
Closed -$28K 2001
2020
Q4
$28K Buy
+638
New +$28K 0.01% 1027
2018
Q3
Sell
-4,320
Closed -$228K 186
2018
Q2
$228K Sell
4,320
-201
-4% -$10.6K 0.22% 151
2018
Q1
$239K Buy
+4,521
New +$239K 0.25% 136