CT Financial Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $1.35M | Sell |
27,729
-963
| -3% | -$46.9K | 0.83% | 34 |
|
2016
Q4 | $1.53M | Sell |
28,692
-596
| -2% | -$31.8K | 0.97% | 31 |
|
2016
Q3 | $1.52M | Sell |
29,288
-993
| -3% | -$51.6K | 0.93% | 33 |
|
2016
Q2 | $1.69M | Sell |
30,281
-3,157
| -9% | -$176K | 1.04% | 29 |
|
2016
Q1 | $1.81M | Sell |
33,438
-515
| -2% | -$27.9K | 1.02% | 32 |
|
2015
Q4 | $1.57M | Sell |
33,953
-1,090
| -3% | -$50.4K | 0.9% | 32 |
|
2015
Q3 | $1.52M | Sell |
35,043
-212
| -0.6% | -$9.22K | 0.96% | 31 |
|
2015
Q2 | $1.64M | Sell |
35,255
-1,023
| -3% | -$47.7K | 0.93% | 32 |
|
2015
Q1 | $1.76M | Sell |
36,278
-291
| -0.8% | -$14.2K | 0.98% | 29 |
|
2014
Q4 | $1.71M | Buy |
+36,569
| New | +$1.71M | 1.29% | 22 |
|
2014
Q1 | $1.76M | Buy |
+36,278
| New | +$1.76M | 0.98% | 29 |
|