SWM
Shakespeare Wealth Management’s Zillow ZG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | 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% | -$59.8K | 0.12% | 59 |
|
|
2020
Q3 | $268K | Buy |
+2,637
| New | +$268K | 0.14% | 54 |
|
|
2019
Q3 | – | Sell |
-4,414
| Closed | -$205K | – | 74 |
|
|
2019
Q2 | $205K | Buy |
+4,414
| New | +$205K | 0.13% | 68 |
|