Willingdon Wealth Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $1.65M | Sell |
45,663
-710
| -2% | -$25.6K | 0.41% | 62 |
|
|
2019
Q4 | $2.13M | Hold |
46,373
| – | – | 0.44% | 72 |
|
|
2019
Q3 | $1.38M | Hold |
46,373
| – | – | 0.3% | 84 |
|
|
2019
Q2 | $2.15M | Buy |
46,373
+366
| +0.8% | +$17K | 0.5% | 70 |
|
|
2019
Q1 | $1.6M | Hold |
46,007
| – | – | 0.39% | 79 |
|
|
2018
Q4 | $1.45M | Hold |
46,007
| – | – | 0.42% | 86 |
|
|
2018
Q3 | $2.04M | Buy |
46,007
+1,431
| +3% | +$63.3K | 0.56% | 75 |
|
|
2018
Q2 | $2.63M | Buy |
+44,576
| New | +$2.63M | 0.81% | 55 |
|