BerganKDV 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
Q2 | $5.68K | Hold |
113
| – | – | ﹤0.01% | 598 |
|
|
2023
Q1 | $5.03K | Hold |
113
| – | – | ﹤0.01% | 689 |
|
|
2022
Q4 | $3.64K | Buy |
113
+13
| +13% | +$419 | ﹤0.01% | 715 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 779 |
|
|
2022
Q2 | $3K | Buy |
100
+96
| +2,400% | +$2.88K | ﹤0.01% | 794 |
|
|
2022
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1117 |
|
|
2021
Q4 | – | Sell |
-2
| Closed | – | – | 1137 |
|
|
2021
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1105 |
|
|
2021
Q2 | – | Sell |
-110
| Closed | -$14K | – | 1017 |
|
|
2021
Q1 | $14K | Buy |
+110
| New | +$14K | ﹤0.01% | 535 |
|