Provenance Wealth Advisors’s Zillow Z Stock Holding History

Provenance Wealth Advisors’s Portfolio Z Stock Details Z Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$70K	Hold
2025 Q1	$68.6K	Hold
2024 Q4	$74K	Hold
2024 Q3	$63.9K	Hold
2024 Q2	$46.4K	Hold
2024 Q1	$48.8K	Hold
2023 Q4	$57.9K	Hold
2023 Q3	$46.2K	Buy