SFPIA
Stevens First Principles Investment Advisors’s Ziff Davis ZD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-34,477
| Closed | -$1.48M | – | 244 |
|
|
2014
Q3 | $1.48M | Sell |
34,477
-654
| -2% | -$28.1K | 0.83% | 46 |
|
|
2014
Q2 | $1.55M | Hold |
35,131
| – | – | 0.85% | 44 |
|
|
2014
Q1 | $1.53M | Sell |
35,131
-64
| -0.2% | -$2.79K | 0.99% | 37 |
|
|
2013
Q4 | $1.53M | Sell |
35,195
-51
| -0.1% | -$2.22K | 0.91% | 43 |
|
|
2013
Q3 | $1.52M | Hold |
35,246
| – | – | 0.9% | 45 |
|
|
2013
Q2 | $1.3M | Buy |
+35,246
| New | +$1.3M | 0.92% | 39 |
|