PWA
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Principia Wealth Advisory’s Zillow Z Stock Holding History

Principia Wealth Advisory’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$350 Sell
5
-6
-55% -$420 ﹤0.01% 812
2025
Q1 		$727 Buy
11
+1
+10% +$66 ﹤0.01% 473
2024
Q4 		$741 Buy
+10
New +$741 ﹤0.01% 429