SteelPeak Wealth’s Zillow Z Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-5,178
Closed -$456K 440
2021
Q3
$456K Sell
5,178
-2,186
-30% -$193K 0.03% 252
2021
Q2
$900K Buy
7,364
+2,028
+38% +$248K 0.06% 182
2021
Q1
$692K Buy
+5,336
New +$692K 0.05% 183