Asset Dedication LLC’s Zillow Z Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$71 Buy
+1
New +$71 ﹤0.01% 1166
2023
Q1
Sell
-2
Closed 1092
2022
Q4
$0 Buy
+2
New ﹤0.01% 1143
2022
Q1
Sell
-108
Closed -$7K 1061
2021
Q4
$7K Sell
108
-104
-49% -$6.74K ﹤0.01% 704
2021
Q3
$19K Buy
+212
New +$19K ﹤0.01% 573