Mutual Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-4,545
| Closed | -$290K | – | 942 |
|
2021
Q4 | $290K | Buy |
4,545
+391
| +9% | +$24.9K | 0.02% | 751 |
|
2021
Q3 | $366K | Buy |
4,154
+479
| +13% | +$42.2K | 0.02% | 652 |
|
2021
Q2 | $449K | Buy |
+3,675
| New | +$449K | 0.03% | 566 |
|
2021
Q1 | – | Sell |
-1,561
| Closed | -$203K | – | 831 |
|
2020
Q4 | $203K | Buy |
+1,561
| New | +$203K | 0.02% | 697 |
|