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 |
|