Cetera Investment 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 |
-10,353
| Closed | -$467K | – | 82 |
|
|
2017
Q2 | $467K | Sell |
10,353
-1,667
| -14% | -$75.2K | 0.59% | 56 |
|
|
2017
Q1 | $586K | Sell |
12,020
-6,330
| -34% | -$309K | 0.67% | 52 |
|
|
2016
Q4 | $980K | Sell |
18,350
-3,039
| -14% | -$162K | 0.73% | 50 |
|
|
2016
Q3 | $1.11M | Sell |
21,389
-2,639
| -11% | -$137K | 0.72% | 48 |
|
|
2016
Q2 | $1.34M | Sell |
24,028
-2,902
| -11% | -$162K | 0.79% | 40 |
|
|
2016
Q1 | $1.45M | Sell |
26,930
-3,309
| -11% | -$179K | 0.75% | 38 |
|
|
2015
Q4 | $1.4M | Buy |
+30,239
| New | +$1.4M | 0.56% | 66 |
|