KSWA
Kathleen S. Wright Associates’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-27
| Closed | -$1.25K | – | 221 |
|
|
2023
Q3 | $1.25K | Hold |
27
| – | – | ﹤0.01% | 183 |
|
|
2023
Q2 | $1.36K | Hold |
27
| – | – | ﹤0.01% | 163 |
|
|
2023
Q1 | $1.2K | Hold |
27
| – | – | ﹤0.01% | 160 |
|
|
2022
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 196 |
|
|
2022
Q3 | $1K | Hold |
27
| – | – | ﹤0.01% | 181 |
|
|
2022
Q2 | $1K | Hold |
27
| – | – | ﹤0.01% | 151 |
|
|
2022
Q1 | $1K | Hold |
27
| – | – | ﹤0.01% | 145 |
|
|
2021
Q4 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 138 |
|