Patriot Financial Group Insurance Agency’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-586
| Closed | -$19K | – | 1988 |
|
|
2022
Q2 | $19K | Sell |
586
-989
| -63% | -$32.1K | ﹤0.01% | 1035 |
|
|
2022
Q1 | $78K | Sell |
1,575
-1,606
| -50% | -$79.5K | 0.01% | 654 |
|
|
2021
Q4 | $203K | Buy |
3,181
+2,100
| +194% | +$134K | 0.03% | 442 |
|
|
2021
Q3 | $95K | Buy |
1,081
+516
| +91% | +$45.3K | 0.02% | 673 |
|
|
2021
Q2 | $69K | Buy |
565
+422
| +295% | +$51.5K | 0.01% | 732 |
|
|
2021
Q1 | $19K | Buy |
143
+88
| +160% | +$11.7K | ﹤0.01% | 1129 |
|
|
2020
Q4 | $7K | Hold |
55
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q3 | $6K | Hold |
55
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q2 | $3K | Buy |
55
+1
| +2% | +$55 | ﹤0.01% | 1342 |
|
|
2020
Q1 | $2K | Buy |
+54
| New | +$2K | ﹤0.01% | 1353 |
|