WealthPlan Investment Management’s Zillow Z Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,686	Closed	-$262K	–	199
2023 Q3	$262K	Buy	5,686 +4,202	+283%	+$194K	0.05%	150
2023 Q2	$74.6K	Sell	1,484 -2,115	-59%	-$106K	0.02%	172
2023 Q1	$160K	Buy	+3,599	New	+$160K	0.03%	169