Ritholtz Wealth Management’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 | $819K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $58.3K | Buy |
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|
2023
Q3 | $47.8K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $58K | Sell |
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|
2022
Q2 | $126K | Sell |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $363K | Buy |
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|
2021
Q2 | $172K | Buy |
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|
2021
Q1 | $67K | Buy |
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|
2020
Q4 | $35K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $42K | Buy |
|