Mid Atlantic Financial Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,885
| Closed | -$230K | – | 972 |
|
|
2021
Q2 | $230K | Hold |
1,885
| – | – | 0.02% | 775 |
|
|
2021
Q1 | $244K | Buy |
1,885
+85
| +5% | +$11K | 0.02% | 711 |
|
|
2020
Q4 | $234K | Sell |
1,800
-470
| -21% | -$61.1K | 0.02% | 672 |
|
|
2020
Q3 | $236K | Sell |
2,270
-2,880
| -56% | -$299K | 0.02% | 615 |
|
|
2020
Q2 | $297K | Sell |
5,150
-1,130
| -18% | -$65.2K | 0.03% | 483 |
|
|
2020
Q1 | $226K | Buy |
6,280
+450
| +8% | +$16.2K | 0.03% | 529 |
|
|
2019
Q4 | $268K | Buy |
+5,830
| New | +$268K | 0.03% | 558 |
|