Perigon Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,097
| Closed | -$142K | – | 1049 |
|
|
2020
Q4 | $142K | Buy |
+1,097
| New | +$142K | 0.02% | 469 |
|
|
2018
Q2 | – | Sell |
-115
| Closed | -$6K | – | 606 |
|
|
2018
Q1 | $6K | Hold |
115
| – | – | ﹤0.01% | 550 |
|
|
2017
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 543 |
|
|
2017
Q3 | $5K | Buy |
115
+20
| +21% | +$870 | ﹤0.01% | 562 |
|
|
2017
Q2 | $5K | Hold |
95
| – | – | ﹤0.01% | 533 |
|
|
2017
Q1 | $3K | Sell |
95
-3,700
| -97% | -$117K | ﹤0.01% | 595 |
|
|
2016
Q4 | $3K | Buy |
+3,795
| New | +$3K | ﹤0.01% | 678 |
|