Kingsview Wealth Management’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 |
-10,529
| Closed | -$609K | – | 1082 |
|
|
2023
Q4 | $609K | Sell |
10,529
-11,186
| -52% | -$647K | 0.02% | 594 |
|
|
2023
Q3 | $1M | Buy |
21,715
+3,235
| +18% | +$149K | 0.04% | 434 |
|
|
2023
Q2 | $929K | Buy |
18,480
+3,055
| +20% | +$154K | 0.04% | 432 |
|
|
2023
Q1 | $686K | Buy |
+15,425
| New | +$686K | 0.03% | 494 |
|
|
2021
Q3 | – | Sell |
-5,821
| Closed | -$702K | – | 937 |
|
|
2021
Q2 | $702K | Buy |
5,821
+1,543
| +36% | +$186K | 0.03% | 473 |
|
|
2021
Q1 | $571K | Buy |
+4,278
| New | +$571K | 0.03% | 480 |
|