Dynamic Capital Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q4 | – | Sell |
-45,937
| Closed | -$2.27M | – | 325 |
|
2017
Q3 | $2.27M | Buy |
+45,937
| New | +$2.27M | 0.65% | 33 |
|
2016
Q3 | – | Sell |
-19,737
| Closed | -$1.1M | – | 475 |
|
2016
Q2 | $1.1M | Buy |
+19,737
| New | +$1.1M | 0.13% | 254 |
|
2015
Q1 | – | Sell |
-15,887
| Closed | -$743K | – | 362 |
|
2014
Q4 | $743K | Buy |
+15,887
| New | +$743K | 0.39% | 73 |
|
2014
Q3 | – | Sell |
-7,800
| Closed | -$382K | – | 466 |
|
2014
Q2 | $382K | Sell |
7,800
-400
| -5% | -$19.6K | 0.11% | 292 |
|
2014
Q1 | $390K | Sell |
8,200
-19,000
| -70% | -$904K | 0.13% | 278 |
|
2013
Q4 | $1.34M | Buy |
27,200
+1,060
| +4% | +$52.1K | 0.25% | 134 |
|
2013
Q3 | $1.22M | Buy |
+26,140
| New | +$1.22M | 0.27% | 113 |
|