Glassman Wealth Services’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-104
| Closed | -$6.02K | – | 1881 |
|
2023
Q4 | $6.02K | Sell |
104
-28
| -21% | -$1.62K | ﹤0.01% | 1024 |
|
2023
Q3 | $6.09K | Hold |
132
| – | – | ﹤0.01% | 1002 |
|
2023
Q2 | $6.63K | Buy |
132
+18
| +16% | +$905 | ﹤0.01% | 923 |
|
2023
Q1 | $5.07K | Buy |
114
+4
| +4% | +$178 | ﹤0.01% | 994 |
|
2022
Q4 | $3.54K | Sell |
110
-176
| -62% | -$5.67K | ﹤0.01% | 1120 |
|
2022
Q3 | $8K | Sell |
286
-53
| -16% | -$1.48K | ﹤0.01% | 883 |
|
2022
Q2 | $11K | Buy |
339
+166
| +96% | +$5.39K | ﹤0.01% | 797 |
|
2022
Q1 | $9K | Buy |
173
+78
| +82% | +$4.06K | ﹤0.01% | 873 |
|
2021
Q4 | $6K | Sell |
95
-38
| -29% | -$2.4K | ﹤0.01% | 957 |
|
2021
Q3 | $12K | Buy |
133
+5
| +4% | +$451 | ﹤0.01% | 734 |
|
2021
Q2 | $16K | Buy |
128
+31
| +32% | +$3.88K | ﹤0.01% | 641 |
|
2021
Q1 | $13K | Buy |
97
+9
| +10% | +$1.21K | ﹤0.01% | 658 |
|
2020
Q4 | $11K | Buy |
+88
| New | +$11K | ﹤0.01% | 700 |
|
2020
Q2 | – | Sell |
-8
| Closed | – | – | 1582 |
|
2020
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1624 |
|