Wealthspire Advisors (Maryland)’s Zions Bancorporation ZION Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,817
| Closed | -$83K | – | 2143 |
|
|
2019
Q1 | $83K | Buy |
1,817
+153
| +9% | +$6.99K | 0.01% | 710 |
|
|
2018
Q4 | $68K | Buy |
1,664
+746
| +81% | +$30.5K | 0.01% | 736 |
|
|
2018
Q3 | $46K | Hold |
918
| – | – | ﹤0.01% | 1005 |
|
|
2018
Q2 | $48K | Buy |
918
+88
| +11% | +$4.6K | ﹤0.01% | 994 |
|
|
2018
Q1 | $44K | Sell |
830
-83
| -9% | -$4.4K | ﹤0.01% | 1033 |
|
|
2017
Q4 | $46K | Buy |
913
+251
| +38% | +$12.6K | ﹤0.01% | 1040 |
|
|
2017
Q3 | $31K | Sell |
662
-49
| -7% | -$2.3K | ﹤0.01% | 1155 |
|
|
2017
Q2 | $31K | Buy |
711
+93
| +15% | +$4.06K | ﹤0.01% | 1120 |
|
|
2017
Q1 | $26K | Buy |
618
+116
| +23% | +$4.88K | ﹤0.01% | 1002 |
|
|
2016
Q4 | $22K | Buy |
502
+75
| +18% | +$3.29K | ﹤0.01% | 997 |
|
|
2016
Q3 | $13K | Sell |
427
-51
| -11% | -$1.55K | ﹤0.01% | 1184 |
|
|
2016
Q2 | $12K | Sell |
478
-117
| -20% | -$2.94K | ﹤0.01% | 1170 |
|
|
2016
Q1 | $14K | Buy |
595
+6
| +1% | +$141 | ﹤0.01% | 1109 |
|
|
2015
Q4 | $16K | Buy |
+589
| New | +$16K | ﹤0.01% | 1054 |
|