Shakespeare Wealth Management’s Zillow Z Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-4,414	Closed	-$261K	–	40
2018 Q2	$261K	Hold	4,414	–	–	0.23%	34
2018 Q1	$237K	Buy	+4,414	New	+$237K	0.21%	37