TrueWealth LLC’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
-11
Closed -$1K 825
2018
Q3
$1K Hold
11
﹤0.01% 804
2018
Q2
$1K Hold
11
﹤0.01% 817
2018
Q1
$1K Sell
11
-9
-45% -$818 ﹤0.01% 788
2017
Q4
$1K Buy
+20
New +$1K ﹤0.01% 897