Sugarloaf Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$5K | – | 834 |
|
|
2022
Q1 | $5K | Hold |
100
| – | – | ﹤0.01% | 567 |
|
|
2021
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 577 |
|
|
2021
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 530 |
|
|
2021
Q2 | $12K | Hold |
100
| – | – | ﹤0.01% | 475 |
|
|
2021
Q1 | $13 | Hold |
100
| – | – | ﹤0.01% | 475 |
|
|
2020
Q4 | $13K | Hold |
100
| – | – | ﹤0.01% | 457 |
|
|
2020
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 460 |
|
|
2020
Q2 | $6K | Hold |
100
| – | – | ﹤0.01% | 506 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 554 |
|
|
2019
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 557 |
|