EWA
Etesian Wealth Advisors’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,647
| Closed | -$293K | – | 118 |
|
|
2024
Q1 | $293K | Sell |
4,647
-1,109
| -19% | -$69.9K | 0.17% | 101 |
|
|
2023
Q4 | $394K | Sell |
5,756
-746
| -11% | -$51.1K | 0.24% | 92 |
|
|
2023
Q3 | $414K | Sell |
6,502
-1,574
| -19% | -$100K | 0.28% | 89 |
|
|
2023
Q2 | $566K | Sell |
8,076
-524
| -6% | -$36.7K | 0.37% | 82 |
|
|
2023
Q1 | $671K | Hold |
8,600
| – | – | 0.45% | 71 |
|
|
2022
Q4 | $680K | Buy |
+8,600
| New | +$680K | 0.5% | 69 |
|