Phoenix Wealth Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,288
| Closed | -$642K | – | 363 |
|
|
2021
Q3 | $642K | Buy |
7,288
+217
| +3% | +$19.1K | 0.48% | 55 |
|
|
2021
Q2 | $846K | Buy |
7,071
+34
| +0.5% | +$4.07K | 0.61% | 48 |
|
|
2021
Q1 | $939K | Sell |
7,037
-737
| -9% | -$98.3K | 0.73% | 37 |
|
|
2020
Q4 | $1.01M | Buy |
+7,774
| New | +$1.01M | 0.77% | 37 |
|