Forvis Mazars Wealth Advisors’s BARRY (R.G.) CORPORATION DFZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2014
Q2
Sell
-18,256
Closed -$345K 160
2014
Q1
$345K Buy
18,256
+94
+0.5% +$1.78K 0.06% 120
2013
Q4
$351K Buy
+18,162
New +$351K 0.07% 118