Wealthcare Advisory Partners’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-128
| Closed | -$17K | – | 1918 |
|
2021
Q1 | $17K | Buy |
+128
| New | +$17K | ﹤0.01% | 1274 |
|
2020
Q2 | – | Sell |
-320
| Closed | -$12K | – | 1399 |
|
2020
Q1 | $12K | Hold |
320
| – | – | ﹤0.01% | 886 |
|
2019
Q4 | $15K | Hold |
320
| – | – | ﹤0.01% | 848 |
|
2019
Q3 | $10K | Buy |
320
+20
| +7% | +$625 | ﹤0.01% | 930 |
|
2019
Q2 | $14K | Hold |
300
| – | – | ﹤0.01% | 830 |
|
2019
Q1 | $10K | Hold |
300
| – | – | ﹤0.01% | 826 |
|
2018
Q4 | $9K | Hold |
300
| – | – | ﹤0.01% | 823 |
|
2018
Q3 | $13K | Hold |
300
| – | – | ﹤0.01% | 790 |
|
2018
Q2 | $18K | Buy |
+300
| New | +$18K | ﹤0.01% | 704 |
|