B. Riley Wealth Management’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 |
-2,511
| Closed | -$221K | – | 698 |
|
|
2021
Q3 | $221K | Sell |
2,511
-28
| -1% | -$2.46K | 0.02% | 539 |
|
|
2021
Q2 | $310K | Buy |
2,539
+495
| +24% | +$60.4K | 0.03% | 308 |
|
|
2021
Q1 | $265K | Buy |
+2,044
| New | +$265K | 0.03% | 316 |
|
|
2020
Q4 | – | Sell |
-6,205
| Closed | -$630K | – | 474 |
|
|
2020
Q3 | $630K | Buy |
6,205
+568
| +10% | +$57.7K | 0.07% | 200 |
|
|
2020
Q2 | $325K | Buy |
+5,637
| New | +$325K | 0.04% | 286 |
|
|
2020
Q1 | – | Sell |
-9,675
| Closed | -$444K | – | 575 |
|
|
2019
Q4 | $444K | Buy |
9,675
+1,725
| +22% | +$79.2K | 0.07% | 227 |
|
|
2019
Q3 | $237K | Hold |
7,950
| – | – | 0.04% | 320 |
|
|
2019
Q2 | $369 | Hold |
7,950
| – | – | 0.06% | 252 |
|
|
2019
Q1 | $276K | Buy |
7,950
+48
| +0.6% | +$1.67K | 0.05% | 295 |
|
|
2018
Q4 | $250K | Buy |
+7,902
| New | +$250K | 0.05% | 275 |
|