WealthSource Partners’s Zillow ZG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,457
Closed -$326K 529
2023
Q1
$326K Sell
7,457
-97
-1% -$4.24K 0.02% 391
2022
Q4
$236K Buy
+7,554
New +$236K 0.02% 441
2021
Q2
Sell
-2,944
Closed -$387K 492
2021
Q1
$387K Buy
2,944
+482
+20% +$63.4K 0.04% 294
2020
Q4
$335K Sell
2,462
-153
-6% -$20.8K 0.04% 271
2020
Q3
$266K Sell
2,615
-1,534
-37% -$156K 0.04% 285
2020
Q2
$238K Buy
+4,149
New +$238K 0.03% 281