Evergreen Capital Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,140
| Closed | -$200K | – | 684 |
|
|
2021
Q4 | $200K | Buy |
+3,140
| New | +$200K | 0.01% | 601 |
|
|
2020
Q4 | – | Sell |
-3,945
| Closed | -$401K | – | 472 |
|
|
2020
Q3 | $401K | Sell |
3,945
-900
| -19% | -$91.5K | 0.03% | 287 |
|
|
2020
Q2 | $279K | Buy |
+4,845
| New | +$279K | 0.02% | 319 |
|
|
2020
Q1 | – | Sell |
-8,180
| Closed | -$376K | – | 493 |
|
|
2019
Q4 | $376K | Hold |
8,180
| – | – | 0.03% | 304 |
|
|
2019
Q3 | $244K | Hold |
8,180
| – | – | 0.02% | 352 |
|
|
2019
Q2 | $379K | Hold |
8,180
| – | – | 0.04% | 266 |
|
|
2019
Q1 | $284K | Hold |
8,180
| – | – | 0.03% | 301 |
|
|
2018
Q4 | $258K | Buy |
+8,180
| New | +$258K | 0.03% | 301 |
|