Valeo Financial Advisors’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 |
-1,257
| Closed | -$62K | – | 600 |
|
|
2022
Q1 | $62K | Buy |
1,257
+724
| +136% | +$35.7K | ﹤0.01% | 555 |
|
|
2021
Q4 | $34K | Buy |
+533
| New | +$34K | ﹤0.01% | 537 |
|
|
2021
Q2 | – | Sell |
-64
| Closed | -$8K | – | 1768 |
|
|
2021
Q1 | $8K | Buy |
64
+59
| +1,180% | +$7.38K | ﹤0.01% | 1347 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1600 |
|
|
2018
Q4 | – | Sell |
-11
| Closed | – | – | 1746 |
|
|
2018
Q3 | $0 | Sell |
11
-159
| -94% | – | ﹤0.01% | 1871 |
|
|
2018
Q2 | $8K | Sell |
170
-19
| -10% | -$894 | ﹤0.01% | 1022 |
|
|
2018
Q1 | $10K | Hold |
189
| – | – | ﹤0.01% | 929 |
|
|
2017
Q4 | $8K | Hold |
189
| – | – | ﹤0.01% | 884 |
|
|
2017
Q3 | $8K | Buy |
+189
| New | +$8K | ﹤0.01% | 764 |
|