Global Retirement Partners’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.29K | Buy |
+47
| New | +$3.29K | ﹤0.01% | 3054 |
|
2024
Q4 | $3.41K | Sell |
46
-6
| -12% | -$444 | ﹤0.01% | 2863 |
|
2024
Q3 | $3.32K | Hold |
52
| – | – | ﹤0.01% | 2740 |
|
2024
Q2 | $2.41K | Buy |
52
+6
| +13% | +$278 | ﹤0.01% | 2900 |
|
2024
Q1 | $2.24K | Hold |
46
| – | – | ﹤0.01% | 2704 |
|
2023
Q4 | $2.41K | Sell |
46
-574
| -93% | -$30.1K | ﹤0.01% | 2603 |
|
2023
Q3 | $27.2K | Sell |
620
-471
| -43% | -$20.6K | ﹤0.01% | 1529 |
|
2023
Q2 | $54.8K | Sell |
1,091
-750
| -41% | -$37.7K | ﹤0.01% | 1227 |
|
2023
Q1 | $78.1K | Hold |
1,841
| – | – | ﹤0.01% | 1021 |
|
2022
Q4 | $59.3K | Hold |
1,841
| – | – | ﹤0.01% | 1007 |
|
2022
Q3 | $57K | Hold |
1,841
| – | – | ﹤0.01% | 972 |
|
2022
Q2 | $58K | Sell |
1,841
-310
| -14% | -$9.77K | ﹤0.01% | 943 |
|
2022
Q1 | $79K | Buy |
+2,151
| New | +$79K | 0.01% | 836 |
|
2021
Q4 | – | Sell |
-2,060
| Closed | -$182K | – | 1869 |
|
2021
Q3 | $182K | Buy |
2,060
+310
| +18% | +$27.4K | 0.02% | 489 |
|
2021
Q2 | $214K | Buy |
1,750
+1,225
| +233% | +$150K | 0.02% | 438 |
|
2021
Q1 | $68K | Buy |
+525
| New | +$68K | 0.01% | 678 |
|
2020
Q2 | – | Sell |
-55
| Closed | -$2K | – | 1738 |
|
2020
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 1452 |
|
2019
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 1442 |
|
2019
Q3 | $2K | Sell |
55
-25
| -31% | -$909 | ﹤0.01% | 1469 |
|
2019
Q2 | $4K | Buy |
80
+25
| +45% | +$1.25K | ﹤0.01% | 1355 |
|
2019
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 1415 |
|
2018
Q4 | $2K | Hold |
55
| – | – | ﹤0.01% | 1357 |
|
2018
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1426 |
|