Fiduciary Trust’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,909
| Closed | -$345K | – | 671 |
|
|
2021
Q3 | $345K | Buy |
3,909
+673
| +21% | +$59.4K | 0.01% | 540 |
|
|
2021
Q2 | $396K | Buy |
3,236
+605
| +23% | +$74K | 0.01% | 505 |
|
|
2021
Q1 | $341K | Buy |
2,631
+900
| +52% | +$117K | 0.01% | 514 |
|
|
2020
Q4 | $225K | Buy |
+1,731
| New | +$225K | ﹤0.01% | 541 |
|