Claraphi Advisory Network’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-5,902
| Closed | -$721K | – | 363 |
|
2021
Q2 | $721K | Sell |
5,902
-4,441
| -43% | -$543K | 0.22% | 103 |
|
2021
Q1 | $1.34M | Buy |
10,343
+85
| +0.8% | +$11K | 0.37% | 52 |
|
2020
Q4 | $1.33M | Buy |
10,258
+5,574
| +119% | +$723K | 0.36% | 51 |
|
2020
Q3 | $476K | Buy |
+4,684
| New | +$476K | 0.17% | 116 |
|
2018
Q4 | – | Sell |
-6,504
| Closed | -$288K | – | 280 |
|
2018
Q3 | $288K | Buy |
+6,504
| New | +$288K | 0.16% | 178 |
|