Kovitz Investment Group Partners’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-13,845
| Closed | -$616K | – | 446 |
|
2023
Q1 | $616K | Sell |
13,845
-497
| -3% | -$22.1K | 0.01% | 328 |
|
2022
Q4 | $462K | Sell |
14,342
-251
| -2% | -$8.09K | 0.01% | 335 |
|
2022
Q3 | $418K | Buy |
+14,593
| New | +$418K | 0.01% | 333 |
|
2022
Q2 | – | Sell |
-5,201
| Closed | -$256K | – | 423 |
|
2022
Q1 | $256K | Buy |
+5,201
| New | +$256K | ﹤0.01% | 384 |
|