Pinnacle Wealth Planning Services’s Zillow Z Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-1,747
Closed -$226K 370
2021
Q1
$226K Sell
1,747
-291
-14% -$37.6K 0.06% 270
2020
Q4
$265K Buy
+2,038
New +$265K 0.06% 220