Schwarz Dygos Wheeler Investment Advisors’s Zillow Z Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’s Portfolio Z Stock Details Z Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$863K	Sell
2021 Q4	$1.84M	Hold
2021 Q3	$2.54M	Sell
2021 Q2	$3.82M	Buy
2021 Q1	$3.73M	Hold
2020 Q4	$3.73M	Hold
2020 Q3	$2.92M	Hold
2020 Q2	$1.67M	Buy
2020 Q1	$1M	Buy