True Wealth Design’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33K | Sell |
19
-8
| -30% | -$560 | ﹤0.01% | 1349 |
|
|
2025
Q1 | $1.85K | Sell |
27
-19
| -41% | -$1.3K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $3.41K | Buy |
46
+38
| +475% | +$2.81K | ﹤0.01% | 614 |
|
|
2024
Q3 | $511 | Hold |
8
| – | – | ﹤0.01% | 1097 |
|
|
2024
Q2 | $372 | Buy |
8
+1
| +14% | +$47 | ﹤0.01% | 693 |
|
|
2024
Q1 | $342 | Buy |
7
+1
| +17% | +$49 | ﹤0.01% | 694 |
|
|
2023
Q4 | $348 | Buy |
6
+3
| +100% | +$174 | ﹤0.01% | 577 |
|
|
2023
Q3 | $139 | Buy |
3
+1
| +50% | +$46 | ﹤0.01% | 691 |
|
|
2023
Q2 | $101 | Hold |
2
| – | – | ﹤0.01% | 718 |
|
|
2023
Q1 | $89 | Buy |
2
+1
| +100% | +$45 | ﹤0.01% | 799 |
|
|
2022
Q4 | $32 | Buy |
+1
| New | +$32 | ﹤0.01% | 788 |
|