SWM
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Shakespeare Wealth Management’s Zillow ZG Stock Holding History

Shakespeare Wealth Management’s Portfolio ZG Stock Details ZG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-2,177
Closed -$220K – 79
2021
Q2 		$220K Hold
2,177
– – 0.08% 67
2021
Q1 		$282K Hold
2,177
– – 0.12% 62
2020
Q4 		$283K Sell
2,177
-460
-17% -$51.9K 0.12% 59
2020
Q3 		$268K Buy
+2,637
New +$205K 0.14% 54
2019
Q3 		– Sell
-4,414
Closed -$205K – 74
2019
Q2 		$205K Buy
+4,414
New +$173K 0.13% 68

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