Schwarz Dygos Wheeler Investment Advisors’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-17,509
| Closed | -$863K | – | 145 |
|
|
2022
Q1 | $863K | Sell |
17,509
-11,247
| -39% | -$554K | 0.29% | 57 |
|
|
2021
Q4 | $1.84M | Hold |
28,756
| – | – | 0.62% | 41 |
|
|
2021
Q3 | $2.54M | Sell |
28,756
-2,500
| -8% | -$220K | 0.93% | 30 |
|
|
2021
Q2 | $3.82M | Buy |
31,256
+2,500
| +9% | +$306K | 1.39% | 18 |
|
|
2021
Q1 | $3.73M | Hold |
28,756
| – | – | 1.54% | 15 |
|
|
2020
Q4 | $3.73M | Hold |
28,756
| – | – | 1.8% | 14 |
|
|
2020
Q3 | $2.92M | Hold |
28,756
| – | – | 1.65% | 14 |
|
|
2020
Q2 | $1.67M | Buy |
28,756
+1,000
| +4% | +$58.2K | 1.09% | 22 |
|
|
2020
Q1 | $1M | Buy |
+27,756
| New | +$1M | 0.85% | 32 |
|