WealthSource Partners’s Zillow Z Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $469K | Sell |
8,111
-1,454
| -15% | -$84.1K | 0.03% | 337 |
|
|
2023
Q3 | $442K | Sell |
9,565
-58
| -0.6% | -$2.68K | 0.03% | 340 |
|
|
2023
Q2 | $484K | Buy |
9,623
+424
| +5% | +$21.3K | 0.03% | 325 |
|
|
2023
Q1 | $409K | Sell |
9,199
-212
| -2% | -$9.43K | 0.03% | 348 |
|
|
2022
Q4 | $303K | Buy |
9,411
+104
| +1% | +$3.35K | 0.02% | 394 |
|
|
2022
Q3 | $266K | Buy |
+9,307
| New | +$266K | 0.02% | 409 |
|