Optimum Investment Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$231 | – | 666 |
|
|
2023
Q4 | $231 | Hold |
4
| – | – | ﹤0.01% | 625 |
|
|
2023
Q3 | $185 | Hold |
4
| – | – | ﹤0.01% | 692 |
|
|
2023
Q2 | $201 | Hold |
4
| – | – | ﹤0.01% | 692 |
|
|
2023
Q1 | $178 | Sell |
4
-100
| -96% | -$4.45K | ﹤0.01% | 719 |
|
|
2022
Q4 | $3.35K | Hold |
104
| – | – | ﹤0.01% | 647 |
|
|
2022
Q3 | $3K | Hold |
104
| – | – | ﹤0.01% | 706 |
|
|
2022
Q2 | $3K | Hold |
104
| – | – | ﹤0.01% | 740 |
|
|
2022
Q1 | $5K | Hold |
104
| – | – | ﹤0.01% | 739 |
|
|
2021
Q4 | $7K | Buy |
104
+100
| +2,500% | +$6.73K | ﹤0.01% | 710 |
|
|
2021
Q3 | $0 | Sell |
4
-900
| -100% | – | ﹤0.01% | 929 |
|
|
2021
Q2 | $110K | Hold |
904
| – | – | 0.03% | 366 |
|
|
2021
Q1 | $117K | Sell |
904
-150
| -14% | -$19.4K | 0.03% | 339 |
|
|
2020
Q4 | $137K | Buy |
1,054
+1,052
| +52,600% | +$137K | 0.04% | 309 |
|
|
2020
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 922 |
|