ACG Wealth’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,809
| Closed | -$579K | – | 328 |
|
|
2018
Q2 | $579K | Sell |
9,809
-1,325
| -12% | -$78.2K | 0.09% | 159 |
|
|
2018
Q1 | $599K | Sell |
11,134
-6,136
| -36% | -$330K | 0.09% | 164 |
|
|
2017
Q4 | $707K | Sell |
17,270
-489
| -3% | -$20K | 0.1% | 166 |
|
|
2017
Q3 | $714K | Sell |
17,759
-670
| -4% | -$26.9K | 0.12% | 139 |
|
|
2017
Q2 | $903K | Buy |
18,429
+304
| +2% | +$14.9K | 0.15% | 140 |
|
|
2017
Q1 | $610K | Sell |
18,125
-362
| -2% | -$12.2K | 0.11% | 150 |
|
|
2016
Q4 | $674K | Sell |
18,487
-2,345
| -11% | -$85.5K | 0.14% | 123 |
|
|
2016
Q3 | $722K | Sell |
20,832
-48
| -0.2% | -$1.66K | 0.15% | 124 |
|
|
2016
Q2 | $758K | Sell |
20,880
-1,210
| -5% | -$43.9K | 0.17% | 113 |
|
|
2016
Q1 | $524K | Buy |
22,090
+1,676
| +8% | +$39.8K | 0.12% | 132 |
|
|
2015
Q4 | $479K | Sell |
20,414
-11,584
| -36% | -$272K | 0.11% | 141 |
|
|
2015
Q3 | $864K | Buy |
+31,998
| New | +$864K | 0.23% | 93 |
|