Foundations Investment Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,872
| Closed | -$245K | – | 684 |
|
|
2023
Q2 | $245K | Hold |
4,872
| – | – | 0.01% | 508 |
|
|
2023
Q1 | $217K | Buy |
+4,872
| New | +$217K | 0.01% | 463 |
|
|
2022
Q3 | – | Sell |
-7,285
| Closed | -$253K | – | 445 |
|
|
2022
Q2 | $253K | Hold |
7,285
| – | – | 0.01% | 330 |
|
|
2022
Q1 | $353K | Sell |
7,285
-90
| -1% | -$4.36K | 0.01% | 248 |
|
|
2021
Q4 | $421K | Buy |
7,375
+2,204
| +43% | +$126K | 0.02% | 224 |
|
|
2021
Q3 | $447K | Buy |
5,171
+3,023
| +141% | +$261K | 0.02% | 198 |
|
|
2021
Q2 | $248K | Buy |
+2,148
| New | +$248K | 0.01% | 257 |
|