Berman Capital Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $29K | Sell |
340
-546
| -62% | -$46.6K | ﹤0.01% | 875 |
|
|
2021
Q2 | $108K | Sell |
886
-25
| -3% | -$3.05K | 0.02% | 363 |
|
|
2021
Q1 | $117K | Buy |
911
+658
| +260% | +$84.5K | 0.02% | 272 |
|
|
2020
Q4 | $32K | Buy |
253
+109
| +76% | +$13.8K | 0.01% | 544 |
|
|
2020
Q3 | $14K | Buy |
144
+41
| +40% | +$3.99K | ﹤0.01% | 701 |
|
|
2020
Q2 | $5K | Buy |
103
+30
| +41% | +$1.46K | ﹤0.01% | 1007 |
|
|
2020
Q1 | $2K | Sell |
73
-6,568
| -99% | -$180K | ﹤0.01% | 1200 |
|
|
2019
Q4 | $304K | Sell |
6,641
-4
| -0.1% | -$183 | 0.09% | 105 |
|
|
2019
Q3 | $197K | Sell |
6,645
-313
| -4% | -$9.28K | 0.06% | 131 |
|
|
2019
Q2 | $322K | Sell |
6,958
-271
| -4% | -$12.5K | 0.1% | 95 |
|
|
2019
Q1 | $250K | Buy |
7,229
+2,225
| +44% | +$76.9K | 0.08% | 111 |
|
|
2018
Q4 | $157K | Buy |
+5,004
| New | +$157K | 0.06% | 120 |
|