Lee Financial’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 |
-41
| Closed | -$2.37K | – | 841 |
|
|
2023
Q4 | $2.37K | Hold |
41
| – | – | ﹤0.01% | 709 |
|
|
2023
Q3 | $1.89K | Hold |
41
| – | – | ﹤0.01% | 699 |
|
|
2023
Q2 | $2.06K | Buy |
+41
| New | +$2.06K | ﹤0.01% | 654 |
|
|
2021
Q4 | – | Sell |
-6
| Closed | -$1K | – | 965 |
|
|
2021
Q3 | $1K | Sell |
6
-24
| -80% | -$4K | ﹤0.01% | 692 |
|
|
2021
Q2 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 491 |
|