Relyea Zuckerberg Hanson’s Information Services Group III Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $561K | Hold |
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|
2024
Q4 | $480K | Hold |
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|
2024
Q3 | $474K | Hold |
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|
2024
Q2 | $422K | Hold |
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|
2024
Q1 | $580K | Hold |
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|
2023
Q4 | $676K | Hold |
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|
2023
Q3 | $629K | Hold |
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|
2023
Q2 | $770K | Hold |
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|
2023
Q1 | $731K | Hold |
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|
2022
Q4 | $660K | Hold |
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|
2022
Q3 | $683K | Hold |
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|
2022
Q2 | $971K | Hold |
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|
2022
Q1 | $956K | Hold |
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|
2021
Q4 | $909K | Buy |
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|
2021
Q3 | $539K | Hold |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $161K | Hold |
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|
2020
Q2 | $155K | Hold |
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|
2020
Q1 | $193K | Hold |
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|
2019
Q4 | $190K | Buy |
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