Beacon Investment Advisory Services’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
-5,126
Closed -$452K 311
2021
Q3
$452K Buy
5,126
+627
+14% +$55.3K 0.02% 213
2021
Q2
$550K Buy
4,499
+1,618
+56% +$198K 0.02% 201
2021
Q1
$373K Buy
+2,881
New +$373K 0.02% 230