Elite Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-48,150
| Closed | -$1.52M | – | 47 |
|
2018
Q4 | $1.52M | Buy |
48,150
+797
| +2% | +$25.2K | 1.48% | 16 |
|
2018
Q3 | $2.1M | Sell |
47,353
-171
| -0.4% | -$7.57K | 0.45% | 16 |
|
2018
Q2 | $2.81M | Buy |
47,524
+2,193
| +5% | +$130K | 1% | 10 |
|
2018
Q1 | $2.44M | Buy |
45,331
+2,337
| +5% | +$126K | 2% | 9 |
|
2017
Q4 | $1.76M | Buy |
+42,994
| New | +$1.76M | 1.48% | 16 |
|
2016
Q3 | $4K | Buy |
+128
| New | +$4K | 0.01% | 157 |
|