Scholtz & Company’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-33,300
| Closed | -$1.67M | – | 62 |
|
|
2018
Q3 | $1.67M | Sell |
33,300
-50,895
| -60% | -$2.55M | 1.05% | 31 |
|
|
2018
Q2 | $4.44M | Sell |
84,195
-975
| -1% | -$51.4K | 3.11% | 14 |
|
|
2018
Q1 | $4.49M | Buy |
85,170
+42,280
| +99% | +$2.23M | 3.32% | 9 |
|
|
2017
Q4 | $2.18M | Buy |
+42,890
| New | +$2.18M | 1.58% | 28 |
|