Cladis Investment Advisory’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-6,500
| Closed | -$209K | – | 143 |
|
2022
Q4 | $209K | Buy |
+6,500
| New | +$209K | 0.21% | 120 |
|
2022
Q2 | – | Sell |
-5,800
| Closed | -$286K | – | 151 |
|
2022
Q1 | $286K | Sell |
5,800
-1,000
| -15% | -$49.3K | 0.23% | 112 |
|
2021
Q4 | $434K | Buy |
+6,800
| New | +$434K | 0.35% | 85 |
|