Aspiriant Holdings S3’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $4.11M | Sell |
88,952
-2,066
| -2% | -$95.5K | 1.77% | 16 |
|
|
2015
Q3 | $3.96M | Buy |
91,018
+3,389
| +4% | +$147K | 1.83% | 16 |
|
|
2015
Q2 | $4.08M | Sell |
87,629
-705
| -0.8% | -$32.9K | 1.63% | 18 |
|
|
2015
Q1 | $4.3M | Buy |
88,334
+3,970
| +5% | +$193K | 1.71% | 21 |
|
|
2014
Q4 | $3.95M | Buy |
84,364
+2,851
| +3% | +$133K | 1.63% | 20 |
|
|
2014
Q3 | $4.08M | Buy |
81,513
+300
| +0.4% | +$15K | 1.64% | 19 |
|
|
2014
Q2 | $3.97M | Buy |
81,213
+2,364
| +3% | +$116K | 1.58% | 22 |
|
|
2014
Q1 | $3.75M | Buy |
78,849
+3,146
| +4% | +$150K | 1.58% | 25 |
|
|
2013
Q4 | $3.72M | Sell |
75,703
-896
| -1% | -$44K | 1.46% | 33 |
|
|
2013
Q3 | $3.58M | Buy |
76,599
+4,104
| +6% | +$192K | 1.51% | 34 |
|
|
2013
Q2 | $3.65M | Buy |
+72,495
| New | +$3.65M | 1.65% | 26 |
|