WCM
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Whitener Capital Management’s Zions Bancorporation ZION Stock Holding History

Whitener Capital Management’s Portfolio ZION Stock Details ZION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-83
Closed -$3K – 521
2019
Q2 		$3K Buy
83
+1
+1% +$46 ﹤0.01% 425
2019
Q1 		$3K Buy
+82
New +$3.91K ﹤0.01% 417
2018
Q4 		– Sell
-101
Closed -$5K – 478
2018
Q3 		$5K Buy
+101
New +$5.33K ﹤0.01% 382
2018
Q2 		– Sell
-100
Closed -$5K – 430
2018
Q1 		$5K Hold
100
– – ﹤0.01% 389
2017
Q4 		$5K Buy
+100
New +$4.79K ﹤0.01% 372

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Goldman Sachs
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Dimensional Fund Advisors
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