OWA
One Wealth Advisors’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Buy |
+6,776
| New | +$205K | 0.03% | 277 |
|
|
2019
Q2 | – | Sell |
-59
| Closed | -$5K | – | 503 |
|
|
2019
Q1 | $5K | Buy |
+59
| New | +$5K | ﹤0.01% | 373 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$5K | – | 486 |
|
|
2018
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 409 |
|
|
2018
Q2 | $6K | Hold |
64
| – | – | ﹤0.01% | 375 |
|
|
2018
Q1 | $5K | Hold |
64
| – | – | ﹤0.01% | 377 |
|
|
2017
Q4 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 422 |
|