Regent Investment Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,475
| Closed | -$222K | – | 223 |
|
|
2021
Q4 | $222K | Sell |
3,475
-1,400
| -29% | -$89.4K | 0.05% | 204 |
|
|
2021
Q3 | $430K | Buy |
4,875
+1,115
| +30% | +$98.3K | 0.1% | 153 |
|
|
2021
Q2 | $460K | Buy |
3,760
+825
| +28% | +$101K | 0.11% | 150 |
|
|
2021
Q1 | $380K | Buy |
+2,935
| New | +$380K | 0.1% | 152 |
|