Walled Lake Planning & Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,625
| Closed | -$231K | – | 320 |
|
|
2021
Q3 | $231K | Hold |
2,625
| – | – | 0.14% | 70 |
|
|
2021
Q2 | $321K | Hold |
2,625
| – | – | 0.21% | 54 |
|
|
2021
Q1 | $340K | Buy |
2,625
+365
| +16% | +$47.3K | 0.24% | 51 |
|
|
2020
Q4 | $293K | Buy |
2,260
+660
| +41% | +$85.6K | 0.22% | 54 |
|
|
2020
Q3 | $163K | Buy |
+1,600
| New | +$163K | 0.13% | 72 |
|