Accretive Wealth Partners’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-15,150
| Closed | -$616K | – | 136 |
|
|
2024
Q1 | $616K | Buy |
15,150
+173
| +1% | +$7.04K | 0.27% | 101 |
|
|
2023
Q4 | $867K | Buy |
14,977
+616
| +4% | +$35.6K | 0.42% | 85 |
|
|
2023
Q3 | $663K | Buy |
14,361
+546
| +4% | +$25.2K | 0.4% | 80 |
|
|
2023
Q2 | $694K | Buy |
13,815
+775
| +6% | +$39K | 0.41% | 79 |
|
|
2023
Q1 | $580K | Buy |
13,040
+18
| +0.1% | +$800 | 0.37% | 83 |
|
|
2022
Q4 | $419K | Buy |
13,022
+719
| +6% | +$23.2K | 0.29% | 87 |
|
|
2022
Q3 | $352K | Buy |
12,303
+1,896
| +18% | +$54.2K | 0.27% | 92 |
|
|
2022
Q2 | $330K | Sell |
10,407
-729
| -7% | -$23.1K | 0.24% | 93 |
|
|
2022
Q1 | $549K | Buy |
+11,136
| New | +$549K | 0.34% | 88 |
|
|
2021
Q4 | – | Sell |
-10,177
| Closed | -$897K | – | 114 |
|
|
2021
Q3 | $897K | Buy |
+10,177
| New | +$897K | 0.63% | 66 |
|