Advisory Research’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,347
| Closed | -$207K | – | 390 |
|
|
2021
Q3 | $207K | Sell |
2,347
-5,292
| -69% | -$467K | 0.01% | 313 |
|
|
2021
Q2 | $934K | Buy |
7,639
+3,860
| +102% | +$472K | 0.06% | 216 |
|
|
2021
Q1 | $490K | Sell |
3,779
-7,855
| -68% | -$1.02M | 0.03% | 264 |
|
|
2020
Q4 | $1.51M | Sell |
11,634
-1,733
| -13% | -$225K | 0.11% | 150 |
|
|
2020
Q3 | $1.36M | Sell |
13,367
-2,857
| -18% | -$290K | 0.13% | 142 |
|
|
2020
Q2 | $935K | Buy |
+16,224
| New | +$935K | 0.08% | 177 |
|