RCS
Retirement Capital Strategies’s Kezar Life Sciences KZR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-15,000
| Closed | -$11.6K | – | 83 |
|
2024
Q3 | $11.6K | Hold |
15,000
| – | – | ﹤0.01% | 65 |
|
2024
Q2 | $9K | Hold |
15,000
| – | – | ﹤0.01% | 66 |
|
2024
Q1 | $13.5K | Hold |
15,000
| – | – | 0.01% | 69 |
|
2023
Q4 | $14.2K | Hold |
15,000
| – | – | 0.01% | 70 |
|
2023
Q3 | $17.9K | Sell |
15,000
-5,000
| -25% | -$5.95K | 0.01% | 57 |
|
2023
Q2 | $49K | Hold |
20,000
| – | – | 0.02% | 59 |
|
2023
Q1 | $62.6K | Hold |
20,000
| – | – | 0.03% | 42 |
|
2022
Q4 | $141K | Hold |
20,000
| – | – | 0.07% | 40 |
|
2022
Q3 | $172K | Hold |
20,000
| – | – | 0.08% | 48 |
|
2022
Q2 | $165K | Hold |
20,000
| – | – | 0.07% | 58 |
|
2022
Q1 | $297K | Buy |
20,000
+5,000
| +33% | +$74.3K | 0.12% | 48 |
|
2021
Q4 | $251K | Buy |
+15,000
| New | +$251K | 0.09% | 69 |
|
2021
Q3 | – | Sell |
-15,000
| Closed | -$81K | – | 76 |
|
2021
Q2 | $81K | Buy |
15,000
+5,000
| +50% | +$27K | 0.03% | 79 |
|
2021
Q1 | $60K | Hold |
10,000
| – | – | 0.02% | 75 |
|
2020
Q4 | $52K | Hold |
10,000
| – | – | 0.02% | 64 |
|
2020
Q3 | $51K | Buy |
+10,000
| New | +$51K | 0.02% | 64 |
|