Bridgewater Wealth & Financial Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-11,198
| Closed | -$500K | – | 104 |
|
|
2017
Q2 | $500K | Buy |
11,198
+3,007
| +37% | +$134K | 0.17% | 61 |
|
|
2017
Q1 | $399K | Sell |
8,191
-2,346
| -22% | -$114K | 0.15% | 64 |
|
|
2016
Q4 | $562K | Sell |
10,537
-4,227
| -29% | -$225K | 0.21% | 57 |
|
|
2016
Q3 | $767K | Buy |
14,764
+630
| +4% | +$32.7K | 0.28% | 51 |
|
|
2016
Q2 | $789K | Buy |
14,134
+5
| +0% | +$279 | 0.28% | 51 |
|
|
2016
Q1 | $764K | Buy |
14,129
+9,307
| +193% | +$503K | 0.28% | 51 |
|
|
2015
Q4 | $223K | Buy |
+4,822
| New | +$223K | 0.09% | 83 |
|