WAP
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Wealthcare Advisory Partners’s Zillow Z Stock Holding History

Wealthcare Advisory Partners’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-128
Closed -$17K – 1919
2021
Q1 		$17K Buy
+128
New +$19K ﹤0.01% 1274
2020
Q2 		– Sell
-320
Closed -$12K – 1400
2020
Q1 		$12K Hold
320
– – ﹤0.01% 886
2019
Q4 		$15K Hold
320
– – ﹤0.01% 848
2019
Q3 		$10K Buy
320
+20
+7% +$797 ﹤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 +$16.6K ﹤0.01% 704

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