Straight Path Wealth Management’s Zillow Z Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-8,067	Closed	-$467K	–	103
2023 Q4	$467K	Sell	8,067 -1,000	-11%	-$57.9K	0.27%	45
2023 Q3	$419K	Buy	9,067 +6	+0.1%	+$277	0.28%	46
2023 Q2	$455K	Hold	9,061	–	–	0.31%	41
2023 Q1	$403K	Buy	+9,061	New	+$403K	0.32%	44