Focused Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30
| Closed | -$1K | – | 1124 |
|
|
2022
Q3 | $1K | Sell |
30
-1,250
| -98% | -$41.7K | ﹤0.01% | 879 |
|
|
2022
Q2 | $41K | Sell |
1,280
-350
| -21% | -$11.2K | 0.01% | 308 |
|
|
2022
Q1 | $80K | Buy |
1,630
+1,600
| +5,333% | +$78.5K | 0.01% | 249 |
|
|
2021
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 802 |
|
|
2021
Q3 | $3K | Sell |
30
-25
| -45% | -$2.5K | ﹤0.01% | 732 |
|
|
2021
Q2 | $7K | Sell |
55
-850
| -94% | -$108K | ﹤0.01% | 630 |
|
|
2021
Q1 | $117K | Sell |
905
-220
| -20% | -$28.4K | 0.02% | 253 |
|
|
2020
Q4 | $146K | Buy |
+1,125
| New | +$146K | 0.03% | 191 |
|
|
2019
Q2 | – | Sell |
-7
| Closed | – | – | 769 |
|
|
2019
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 729 |
|