AWS
Aris Wealth Services’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $236K | Sell |
5,432
-18,920
| -78% | -$822K | 0.5% | 32 |
|
|
2015
Q2 | $1.14M | Buy |
24,352
+508
| +2% | +$23.7K | 1.04% | 20 |
|
|
2015
Q1 | $1.16M | Buy |
23,844
+3,469
| +17% | +$169K | 1.08% | 16 |
|
|
2014
Q4 | $953K | Buy |
20,375
+3,802
| +23% | +$178K | 1.06% | 22 |
|
|
2014
Q3 | $828K | Buy |
16,573
+1,305
| +9% | +$65.2K | 1.03% | 21 |
|
|
2014
Q2 | $747K | Buy |
15,268
+456
| +3% | +$22.3K | 0.98% | 24 |
|
|
2014
Q1 | $705K | Sell |
14,812
-918
| -6% | -$43.7K | 1.03% | 24 |
|
|
2013
Q4 | $773K | Buy |
15,730
+477
| +3% | +$23.4K | 1.3% | 13 |
|
|
2013
Q3 | $712K | Buy |
15,253
+1,675
| +12% | +$78.2K | 1.3% | 14 |
|
|
2013
Q2 | $684K | Buy |
+13,578
| New | +$684K | 1.46% | 10 |
|