EWM
Empirical Wealth Management’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-86,330
| Closed | -$11.2M | – | 455 |
|
|
2021
Q1 | $11.2M | Buy |
86,330
+45,645
| +112% | +$5.92M | 0.9% | 21 |
|
|
2020
Q4 | $5.28M | Sell |
40,685
-19,957
| -33% | -$2.59M | 0.4% | 44 |
|
|
2020
Q3 | $6.16M | Buy |
+60,642
| New | +$6.16M | 0.53% | 39 |
|