AE Wealth Management’s Zillow ZG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,729
Closed -$250K 2063
2023
Q1
$250K Buy
+5,729
New +$250K ﹤0.01% 1629
2021
Q2
Sell
-7,557
Closed -$993K 1669
2021
Q1
$993K Sell
7,557
-432
-5% -$56.8K 0.01% 766
2020
Q4
$1.09M Sell
7,989
-1,681
-17% -$229K 0.01% 685
2020
Q3
$982K Buy
+9,670
New +$982K 0.01% 640