KWB Wealth’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,664
| Closed | -$234K | – | 119 |
|
|
2022
Q1 | $234K | Hold |
3,664
| – | – | 0.04% | 80 |
|
|
2021
Q4 | $234K | Buy |
3,664
+91
| +3% | +$5.81K | 0.04% | 80 |
|
|
2021
Q3 | $315K | Buy |
3,573
+1
| +0% | +$88 | 0.06% | 70 |
|
|
2021
Q2 | $463K | Hold |
3,572
| – | – | 0.09% | 53 |
|
|
2021
Q1 | $463K | Buy |
3,572
+394
| +12% | +$51.1K | 0.09% | 53 |
|
|
2020
Q4 | $413K | Buy |
+3,178
| New | +$413K | 0.09% | 52 |
|