RZH
Relyea Zuckerberg Hanson’s Information Services Group III Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $612K | Sell |
127,575
-16,000
| -11% | -$76.8K | 0.07% | 131 |
|
|
2025
Q1 | $561K | Hold |
143,575
| – | – | 0.08% | 128 |
|
|
2024
Q4 | $480K | Hold |
143,575
| – | – | 0.06% | 151 |
|
|
2024
Q3 | $474K | Hold |
143,575
| – | – | 0.07% | 140 |
|
|
2024
Q2 | $422K | Hold |
143,575
| – | – | 0.07% | 140 |
|
|
2024
Q1 | $580K | Hold |
143,575
| – | – | 0.1% | 113 |
|
|
2023
Q4 | $676K | Hold |
143,575
| – | – | 0.13% | 93 |
|
|
2023
Q3 | $629K | Hold |
143,575
| – | – | 0.14% | 90 |
|
|
2023
Q2 | $770K | Hold |
143,575
| – | – | 0.17% | 80 |
|
|
2023
Q1 | $731K | Hold |
143,575
| – | – | 0.18% | 79 |
|
|
2022
Q4 | $660K | Hold |
143,575
| – | – | 0.19% | 75 |
|
|
2022
Q3 | $683K | Hold |
143,575
| – | – | 0.25% | 65 |
|
|
2022
Q2 | $971K | Hold |
143,575
| – | – | 0.36% | 42 |
|
|
2022
Q1 | $956K | Hold |
143,575
| – | – | 0.31% | 52 |
|
|
2021
Q4 | $909K | Buy |
143,575
+68,575
| +91% | +$434K | 0.33% | 56 |
|
|
2021
Q3 | $539K | Hold |
75,000
| – | – | 0.21% | 76 |
|
|
2021
Q2 | $439K | Hold |
75,000
| – | – | 0.18% | 78 |
|
|
2021
Q1 | $338K | Hold |
75,000
| – | – | 0.15% | 90 |
|
|
2020
Q4 | $246K | Hold |
75,000
| – | – | 0.13% | 104 |
|
|
2020
Q3 | $161K | Hold |
75,000
| – | – | 0.1% | 112 |
|
|
2020
Q2 | $155K | Hold |
75,000
| – | – | 0.12% | 110 |
|
|
2020
Q1 | $193K | Hold |
75,000
| – | – | 0.21% | 104 |
|
|
2019
Q4 | $190K | Buy |
+75,000
| New | +$190K | 0.18% | 104 |
|