Perigon Wealth Management’s Zillow ZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-75
| Closed | -$4K | – | 608 |
|
|
2018
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 570 |
|
|
2017
Q4 | $3K | Hold |
75
| – | – | ﹤0.01% | 564 |
|
|
2017
Q3 | $3K | Buy |
75
+10
| +15% | +$400 | ﹤0.01% | 592 |
|
|
2017
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 555 |
|
|
2017
Q1 | $2K | Hold |
65
| – | – | ﹤0.01% | 601 |
|
|
2016
Q4 | $2K | Sell |
65
-3,635
| -98% | -$112K | ﹤0.01% | 685 |
|
|
2016
Q3 | $0 | Hold |
3,700
| – | – | ﹤0.01% | 645 |
|
|
2016
Q2 | $0 | Buy |
+3,700
| New | – | ﹤0.01% | 460 |
|
|
2015
Q3 | – | Sell |
-11,100
| Closed | -$321K | – | 215 |
|
|
2015
Q2 | $321K | Hold |
11,100
| – | – | 0.08% | 176 |
|
|
2015
Q1 | $371K | Buy |
+11,100
| New | +$371K | 0.1% | 167 |
|