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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-6,793	Closed	-$373K	–	686
2021 Q1	$373K	Buy	6,793 +684	+11%	+$37.6K	0.01%	483
2020 Q4	$265K	Buy	+6,109	New	+$265K	0.01%	472
2019 Q1	–	Sell	-181	Closed	-$7K	–	828
2018 Q4	$7K	Buy	+181	New	+$7K	﹤0.01%	599