Bellwether Investment Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $222K | Buy |
4,204
+274
| +7% | +$14.5K | 0.89% | 59 |
|
|
2017
Q3 | $194K | Buy |
+3,930
| New | +$194K | 0.91% | 56 |
|
|
2017
Q2 | – | Sell |
-3,713
| Closed | -$181K | – | 604 |
|
|
2017
Q1 | $181K | Sell |
3,713
-6,175
| -62% | -$301K | 0.48% | 59 |
|
|
2016
Q4 | $528K | Buy |
+9,888
| New | +$528K | 0.47% | 47 |
|
|
2016
Q2 | $515K | Buy |
+9,217
| New | +$515K | 0.57% | 42 |
|