CW
Cobiz Wealth’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $9.56M | Sell |
167,342
-4,899
| -3% | -$280K | 1.89% | 15 |
|
|
2019
Q1 | $10.2M | Buy |
172,241
+48,959
| +40% | +$2.9M | 1.96% | 13 |
|
|
2018
Q4 | $6.93M | Buy |
+123,282
| New | +$6.93M | 1.52% | 24 |
|
|
2014
Q2 | – | Sell |
-5,157
| Closed | -$245K | – | 127 |
|
|
2014
Q1 | $245K | Buy |
+5,157
| New | +$245K | 0.06% | 114 |
|
|
2013
Q3 | – | Sell |
-2,766
| Closed | -$139K | – | 348 |
|
|
2013
Q2 | $139K | Buy |
+2,766
| New | +$139K | 0.04% | 116 |
|