PHYSICIAN WEALTH ADVISORS, INC. – Zions Bancorporation, National Association Transaction History
PHYSICIAN WEALTH ADVISORS, INC. portfolio value:
$515,000
portfolio value
PHYSICIAN WEALTH ADVISORS, INC. quarter portfolio value change:
-0.08%
quarter
Zions Bancorporation, National Association 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.06% | 6 shares | -4K | $50.86 | 9.62K |
| Q2 2022 | share | Decrease | -4.33% | -435 shares | -79K | $50.9 | 9.61K |
| Q1 2022 | share | Increase | +3.89% | 376 shares | -80K | $65.56 | 10.05K |
| Q4 2021 | share | Decrease | -2.70% | -269 shares | 60K | $63.13 | 9.67K |
| Q3 2021 | share | Increase | +1.08% | 106 shares | 123K | $61.53 | 9.94K |
| Q2 2021 | share | Increase | +0.05% | 5 shares | -49K | $52.2 | 9.83K |
| Q1 2021 | share | Increase | +0.05% | 5 shares | 52K | $53.95 | 9.83K |
| Q4 2020 | share | Increase | +8.85% | 799 shares | 192K | $42.36 | 9.82K |
| Q3 2020 | share | Increase | +0.09% | 8 shares | -13K | $28.25 | 9.03K |
| Q2 2020 | share | Increase | 0.00% | 9.02K shares | 313K | $32.55 | 9.02K |
| Q1 2020 | share | Decrease | -100.00% | -4.40K shares | -225K | $25.33 | 0 |
| Q4 2019 | share | Increase | 0.00% | 4.40K shares | 225K | $48.78 | 4.40K |