Wealthspire Advisors (Maryland)’s Zions Bancorporation ZION Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,817	Closed	-$83K	–	2145
2019 Q1	$83K	Buy	1,817 +153	+9%	+$7.3K	0.01%	710
2018 Q4	$68K	Buy	1,664 +746	+81%	+$34.8K	0.01%	737
2018 Q3	$46K	Hold	918	–	–	﹤0.01%	1007
2018 Q2	$48K	Buy	918 +88	+11%	+$4.86K	﹤0.01%	996
2018 Q1	$44K	Sell	830 -83	-9%	-$4.47K	﹤0.01%	1033
2017 Q4	$46K	Buy	913 +251	+38%	+$12K	﹤0.01%	1040
2017 Q3	$31K	Sell	662 -49	-7%	-$2.18K	﹤0.01%	1155
2017 Q2	$31K	Buy	711 +93	+15%	+$3.83K	﹤0.01%	1120
2017 Q1	$26K	Buy	618 +116	+23%	+$5.04K	﹤0.01%	1002
2016 Q4	$22K	Buy	502 +75	+18%	+$2.76K	﹤0.01%	997
2016 Q3	$13K	Sell	427 -51	-11%	-$1.45K	﹤0.01%	1184
2016 Q2	$12K	Sell	478 -117	-20%	-$3.1K	﹤0.01%	1170
2016 Q1	$14K	Buy	595 +6	+1%	+$138	﹤0.01%	1109
2015 Q4	$16K	Buy	+589	New	+$16.9K	﹤0.01%	1054