Next Financial Group’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $44K | Buy |
686
+154
| +29% | +$9.88K | ﹤0.01% | 1525 |
|
|
2021
Q3 | $47K | Buy |
532
+162
| +44% | +$14.3K | ﹤0.01% | 1437 |
|
|
2021
Q2 | $45K | Sell |
370
-138
| -27% | -$16.8K | ﹤0.01% | 1433 |
|
|
2021
Q1 | $66K | Buy |
508
+416
| +452% | +$54K | 0.01% | 1177 |
|
|
2020
Q4 | $12K | Sell |
92
-533
| -85% | -$69.5K | ﹤0.01% | 1734 |
|
|
2020
Q3 | $63K | Buy |
+625
| New | +$63K | 0.01% | 1023 |
|
|
2017
Q3 | – | Sell |
-750
| Closed | -$37K | – | 1981 |
|
|
2017
Q2 | $37K | Buy |
+750
| New | +$37K | 0.01% | 866 |
|
|
2017
Q1 | – | Sell |
-438
| Closed | -$16K | – | 2330 |
|
|
2016
Q4 | $16K | Hold |
438
| – | – | ﹤0.01% | 1470 |
|
|
2016
Q3 | $15K | Buy |
438
+238
| +119% | +$8.15K | ﹤0.01% | 1493 |
|
|
2016
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 1336 |
|