EWM
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Edge Wealth Management’s Zillow Z Stock Holding History

Edge Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-300
Closed -$30K – 461
2020
Q3 		$30K Hold
300
– – 0.01% 234
2020
Q2 		$17K Buy
+300
New +$17K ﹤0.01% 387