Valeo Financial Advisors’s Zillow ZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-798
| Closed | -$105K | – | 1770 |
|
|
2021
Q1 | $105K | Buy |
798
+70
| +10% | +$9.21K | ﹤0.01% | 584 |
|
|
2020
Q4 | $99K | Buy |
+728
| New | +$99K | 0.01% | 564 |
|
|
2020
Q3 | – | Sell |
-20
| Closed | -$1K | – | 2105 |
|
|
2020
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1904 |
|
|
2020
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 1690 |
|
|
2019
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 1570 |
|
|
2019
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 1493 |
|
|
2018
Q3 | – | Sell |
-74
| Closed | -$4K | – | 1872 |
|
|
2018
Q2 | $4K | Hold |
74
| – | – | ﹤0.01% | 1210 |
|
|
2018
Q1 | $4K | Hold |
74
| – | – | ﹤0.01% | 1218 |
|
|
2017
Q4 | $3K | Hold |
74
| – | – | ﹤0.01% | 1135 |
|
|
2017
Q3 | $3K | Buy |
+74
| New | +$3K | ﹤0.01% | 973 |
|