Independent Advisor Alliance’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Sell |
3,181
-137
| -4% | -$9.6K | 0.01% | 811 |
|
|
2025
Q1 | $227K | Sell |
3,318
-302
| -8% | -$20.7K | 0.01% | 736 |
|
|
2024
Q4 | $268K | Buy |
3,620
+120
| +3% | +$8.89K | ﹤0.01% | 1176 |
|
|
2024
Q3 | $223K | Buy |
+3,500
| New | +$223K | 0.01% | 638 |
|
|
2021
Q3 | – | Sell |
-2,123
| Closed | -$259K | – | 676 |
|
|
2021
Q2 | $259K | Buy |
2,123
+476
| +29% | +$58.1K | 0.01% | 535 |
|
|
2021
Q1 | $214K | Buy |
+1,647
| New | +$214K | 0.01% | 548 |
|