Beaton Management Company’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 |
-2,600
| Closed | -$229K | – | 146 |
|
|
2021
Q3 | $229K | Hold |
2,600
| – | – | 0.15% | 129 |
|
|
2021
Q2 | $318K | Hold |
2,600
| – | – | 0.2% | 104 |
|
|
2021
Q1 | $337K | Hold |
2,600
| – | – | 0.23% | 97 |
|
|
2020
Q4 | $337K | Hold |
2,600
| – | – | 0.25% | 93 |
|
|
2020
Q3 | $264K | Buy |
+2,600
| New | +$264K | 0.22% | 97 |
|