RZH
Relyea Zuckerberg Hanson’s S&P Global SPGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508K | Buy |
964
+41
| +4% | +$21.6K | 0.06% | 151 |
|
|
2025
Q1 | $469K | Sell |
923
-747
| -45% | -$380K | 0.06% | 152 |
|
|
2024
Q4 | $832K | Buy |
1,670
+76
| +5% | +$37.9K | 0.11% | 103 |
|
|
2024
Q3 | $824K | Buy |
1,594
+98
| +7% | +$50.6K | 0.13% | 91 |
|
|
2024
Q2 | $667K | Buy |
1,496
+90
| +6% | +$40.1K | 0.11% | 100 |
|
|
2024
Q1 | $598K | Buy |
1,406
+24
| +2% | +$10.2K | 0.1% | 109 |
|
|
2023
Q4 | $609K | Sell |
1,382
-131
| -9% | -$57.7K | 0.12% | 102 |
|
|
2023
Q3 | $553K | Sell |
1,513
-7
| -0.5% | -$2.56K | 0.13% | 98 |
|
|
2023
Q2 | $609K | Buy |
1,520
+254
| +20% | +$102K | 0.14% | 94 |
|
|
2023
Q1 | $437K | Buy |
1,266
+12
| +1% | +$4.14K | 0.11% | 112 |
|
|
2022
Q4 | $420K | Buy |
1,254
+124
| +11% | +$41.5K | 0.12% | 112 |
|
|
2022
Q3 | $345K | Buy |
1,130
+112
| +11% | +$34.2K | 0.12% | 106 |
|
|
2022
Q2 | $343K | Hold |
1,018
| – | – | 0.13% | 106 |
|
|
2022
Q1 | $403K | Buy |
1,018
+117
| +13% | +$46.3K | 0.13% | 106 |
|
|
2021
Q4 | $376K | Buy |
901
+17
| +2% | +$7.09K | 0.14% | 110 |
|
|
2021
Q3 | $376K | Buy |
884
+72
| +9% | +$30.6K | 0.15% | 99 |
|
|
2021
Q2 | $333K | Buy |
812
+13
| +2% | +$5.33K | 0.14% | 97 |
|
|
2021
Q1 | $307K | Sell |
799
-9
| -1% | -$3.46K | 0.14% | 96 |
|
|
2020
Q4 | $266K | Buy |
808
+8
| +1% | +$2.63K | 0.14% | 99 |
|
|
2020
Q3 | $278K | Hold |
800
| – | – | 0.18% | 94 |
|
|
2020
Q2 | $264K | Sell |
800
-28
| -3% | -$9.24K | 0.21% | 95 |
|
|
2020
Q1 | $203K | Buy |
828
+28
| +4% | +$6.87K | 0.22% | 102 |
|
|
2019
Q4 | $218K | Buy |
+800
| New | +$218K | 0.21% | 99 |
|