Wellington Shields Capital Management’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 |
-4,100
| Closed | -$206K | – | 306 |
|
|
2018
Q3 | $206K | Hold |
4,100
| – | – | 0.03% | 290 |
|
|
2018
Q2 | $216K | Sell |
4,100
-5,600
| -58% | -$295K | 0.04% | 291 |
|
|
2018
Q1 | $511K | Hold |
9,700
| – | – | 0.08% | 216 |
|
|
2017
Q4 | $493K | Buy |
+9,700
| New | +$493K | 0.08% | 222 |
|
|
2014
Q4 | – | Sell |
-39,000
| Closed | -$1.13M | – | 362 |
|
|
2014
Q3 | $1.13M | Hold |
39,000
| – | – | 0.19% | 116 |
|
|
2014
Q2 | $1.15M | Hold |
39,000
| – | – | 0.18% | 114 |
|
|
2014
Q1 | $1.21M | Buy |
+39,000
| New | +$1.21M | 0.21% | 101 |
|