IHT Wealth Management’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 |
-3,114
| Closed | -$274K | – | 862 |
|
|
2021
Q3 | $274K | Buy |
3,114
+159
| +5% | +$14K | 0.02% | 625 |
|
|
2021
Q2 | $361K | Buy |
2,955
+75
| +3% | +$9.16K | 0.02% | 640 |
|
|
2021
Q1 | $373K | Buy |
2,880
+33
| +1% | +$4.27K | 0.03% | 555 |
|
|
2020
Q4 | $370K | Buy |
+2,847
| New | +$370K | 0.03% | 502 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$2K | – | 1404 |
|
|
2018
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1535 |
|
|
2017
Q4 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1640 |
|