Atticus Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,500
| Closed | -$48.3K | – | 588 |
|
|
2022
Q4 | $48.3K | Hold |
1,500
| – | – | 0.02% | 254 |
|
|
2022
Q3 | $48K | Hold |
1,500
| – | – | 0.02% | 236 |
|
|
2022
Q2 | $48K | Hold |
1,500
| – | – | 0.02% | 258 |
|
|
2022
Q1 | $74K | Buy |
+1,500
| New | +$74K | 0.03% | 219 |
|
|
2020
Q4 | – | Sell |
-107
| Closed | -$11K | – | 350 |
|
|
2020
Q3 | $11K | Buy |
107
+29
| +37% | +$2.98K | 0.01% | 255 |
|
|
2020
Q2 | $4K | Buy |
78
+29
| +59% | +$1.49K | ﹤0.01% | 274 |
|
|
2020
Q1 | $2K | Buy |
49
+8
| +20% | +$327 | ﹤0.01% | 281 |
|
|
2019
Q4 | $2K | Buy |
+41
| New | +$2K | ﹤0.01% | 289 |
|