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Montag & Associates’s Zillow Z Stock Holding History

Montag & Associates’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-800
Closed -$36.9K – 943
2023
Q3 		$36.9K Buy
+800
New +$36.9K ﹤0.01% 593