Elite Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-19,647
| Closed | -$854K | – | 61 |
|
|
2015
Q3 | $854K | Sell |
19,647
-7,083
| -26% | -$308K | 1.34% | 28 |
|
|
2015
Q2 | $1.25M | Sell |
26,730
-2,544
| -9% | -$118K | 1.29% | 25 |
|
|
2015
Q1 | $1.42M | Buy |
29,274
+13,359
| +84% | +$649K | 1.26% | 21 |
|
|
2014
Q4 | $744K | Buy |
15,915
+14,006
| +734% | +$655K | 0.71% | 34 |
|
|
2014
Q3 | $95K | Sell |
1,909
-10,439
| -85% | -$519K | 0.09% | 86 |
|
|
2014
Q2 | $604K | Buy |
12,348
+8,939
| +262% | +$437K | 0.6% | 50 |
|
|
2014
Q1 | $162K | Sell |
3,409
-1,928
| -36% | -$91.6K | 0.13% | 70 |
|
|
2013
Q4 | $262K | Buy |
5,337
+435
| +9% | +$21.4K | 0.19% | 64 |
|
|
2013
Q3 | $229K | Buy |
4,902
+1,098
| +29% | +$51.3K | 0.2% | 67 |
|
|
2013
Q2 | $191K | Buy |
+3,804
| New | +$191K | 0.28% | 45 |
|