Disciplined Investments’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-369
| Closed | -$18.5K | – | 1602 |
|
2023
Q2 | $18.5K | Buy |
369
+1
| +0.3% | +$50 | 0.01% | 291 |
|
2023
Q1 | $16.4K | Buy |
368
+8
| +2% | +$356 | 0.01% | 318 |
|
2022
Q4 | $11.6K | Buy |
360
+3
| +0.8% | +$97 | 0.01% | 311 |
|
2022
Q3 | $10K | Buy |
357
+7
| +2% | +$196 | ﹤0.01% | 364 |
|
2022
Q2 | $11K | Sell |
350
-8
| -2% | -$251 | 0.01% | 373 |
|
2022
Q1 | $18K | Buy |
358
+8
| +2% | +$402 | 0.01% | 342 |
|
2021
Q4 | $22K | Buy |
350
+200
| +133% | +$12.6K | 0.01% | 299 |
|
2021
Q3 | $13K | Hold |
150
| – | – | 0.01% | 295 |
|
2021
Q2 | $18K | Hold |
150
| – | – | 0.01% | 275 |
|
2021
Q1 | $19K | Hold |
150
| – | – | 0.01% | 237 |
|
2020
Q4 | $19K | Hold |
150
| – | – | 0.01% | 204 |
|
2020
Q3 | $15K | Hold |
150
| – | – | 0.01% | 236 |
|
2020
Q2 | $9K | Hold |
150
| – | – | 0.01% | 276 |
|
2020
Q1 | $5K | Hold |
150
| – | – | ﹤0.01% | 328 |
|
2019
Q4 | $7K | Buy |
+150
| New | +$7K | 0.01% | 317 |
|