DA
Doliver Advisors’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
9,904
+1,034
| +12% | +$72.4K | 0.19% | 87 |
|
|
2025
Q1 | $608K | Sell |
8,870
-150
| -2% | -$10.3K | 0.17% | 90 |
|
|
2024
Q4 | $668K | Sell |
9,020
-661
| -7% | -$48.9K | 0.19% | 80 |
|
|
2024
Q3 | $618K | Buy |
9,681
+310
| +3% | +$19.8K | 0.17% | 82 |
|
|
2024
Q2 | $435K | Hold |
9,371
| – | – | 0.12% | 100 |
|
|
2024
Q1 | $457K | Sell |
9,371
-80
| -0.8% | -$3.9K | 0.13% | 96 |
|
|
2023
Q4 | $547K | Sell |
9,451
-60
| -0.6% | -$3.47K | 0.17% | 82 |
|
|
2023
Q3 | $439K | Sell |
9,511
-220
| -2% | -$10.2K | 0.13% | 98 |
|
|
2023
Q2 | $489K | Sell |
9,731
-326
| -3% | -$16.4K | 0.15% | 101 |
|
|
2023
Q1 | $447K | Sell |
10,057
-205
| -2% | -$9.12K | 0.14% | 97 |
|
|
2022
Q4 | $331K | Sell |
10,262
-55
| -0.5% | -$1.77K | 0.11% | 111 |
|
|
2022
Q3 | $295K | Buy |
10,317
+692
| +7% | +$19.8K | 0.11% | 114 |
|
|
2022
Q2 | $306K | Buy |
9,625
+1,121
| +13% | +$35.6K | 0.11% | 122 |
|
|
2022
Q1 | $419K | Buy |
+8,504
| New | +$419K | 0.13% | 110 |
|