Alta Wealth Advisors’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 |
-8,111
| Closed | -$715K | – | 158 |
|
|
2021
Q3 | $715K | Buy |
8,111
+2,994
| +59% | +$264K | 0.52% | 65 |
|
|
2021
Q2 | $625K | Buy |
5,117
+200
| +4% | +$24.4K | 0.46% | 84 |
|
|
2021
Q1 | $637K | Buy |
4,917
+871
| +22% | +$113K | 0.53% | 72 |
|
|
2020
Q4 | $525K | Buy |
+4,046
| New | +$525K | 0.44% | 80 |
|