Asset Dedication LLC’s Zillow ZG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-670
Closed -$47.5K 1179
2024
Q4
$47.5K Buy
+670
New +$47.5K ﹤0.01% 489
2024
Q3
Sell
-52
Closed -$2.34K 1258
2024
Q2
$2.34K Buy
+52
New +$2.34K ﹤0.01% 1046
2022
Q2
Sell
-35
Closed -$2K 1026
2022
Q1
$2K Buy
+35
New +$2K ﹤0.01% 895
2021
Q4
Sell
-35
Closed -$3K 1051
2021
Q3
$3K Hold
35
﹤0.01% 891
2021
Q2
$4K Buy
+35
New +$4K ﹤0.01% 746
2020
Q2
Sell
-25
Closed -$1K 709
2020
Q1
$1K Hold
25
﹤0.01% 628
2019
Q4
$1K Buy
+25
New +$1K ﹤0.01% 767