Concert Wealth 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 |
-6,648
| Closed | -$295K | – | 143 |
|
|
2017
Q2 | $295K | Sell |
6,648
-61,206
| -90% | -$2.72M | 0.29% | 104 |
|
|
2017
Q1 | $3.62M | Sell |
67,854
-4,665
| -6% | -$249K | 0.82% | 14 |
|
|
2016
Q4 | $3.87M | Sell |
72,519
-86,420
| -54% | -$4.61M | 0.86% | 12 |
|
|
2016
Q3 | $8.24M | Buy |
158,939
+2,994
| +2% | +$155K | 1% | 11 |
|
|
2016
Q2 | $8.72M | Buy |
155,945
+14,315
| +10% | +$801K | 1.18% | 8 |
|
|
2016
Q1 | $7.65M | Buy |
141,630
+5,023
| +4% | +$271K | 1.02% | 11 |
|
|
2015
Q4 | $6.31M | Buy |
136,607
+1,818
| +1% | +$84K | 0.84% | 14 |
|
|
2015
Q3 | $5.87M | Buy |
134,789
+14,288
| +12% | +$623K | 0.8% | 16 |
|
|
2015
Q2 | $5.62M | Sell |
120,501
-6,159
| -5% | -$287K | 0.73% | 20 |
|
|
2015
Q1 | $2.53M | Buy |
126,660
+6,894
| +6% | +$138K | 0.72% | 23 |
|
|
2014
Q4 | $5.6M | Buy |
119,766
+44,674
| +59% | +$2.09M | 0.85% | 13 |
|
|
2014
Q3 | $3.73M | Sell |
75,092
-1,224
| -2% | -$60.8K | 0.5% | 13 |
|
|
2014
Q2 | $3.54M | Buy |
76,316
+746
| +1% | +$34.6K | 0.43% | 13 |
|
|
2014
Q1 | $3.57M | Buy |
75,570
+6,412
| +9% | +$303K | 0.45% | 15 |
|
|
2013
Q4 | $3.41M | Buy |
69,158
+472
| +0.7% | +$23.2K | 0.43% | 14 |
|
|
2013
Q3 | $3.22M | Sell |
68,686
-2,986
| -4% | -$140K | 0.46% | 16 |
|
|
2013
Q2 | $3.61M | Buy |
+71,672
| New | +$3.61M | 0.54% | 11 |
|