Worth Asset Management’s Zillow Z Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-300
| Closed | -$13.3K | – | 549 |
|
2023
Q1 | $13.3K | Hold |
300
| – | – | 0.01% | 297 |
|
2022
Q4 | $9.66K | Hold |
300
| – | – | 0.01% | 310 |
|
2022
Q3 | $9K | Hold |
300
| – | – | 0.01% | 292 |
|
2022
Q2 | $10K | Sell |
300
-130
| -30% | -$4.33K | 0.01% | 351 |
|
2022
Q1 | $16K | Buy |
+430
| New | +$16K | 0.01% | 328 |
|