Evanston Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-150,262
| Closed | -$7.33M | – | 72 |
|
|
2017
Q1 | $7.33M | Buy |
150,262
+25,654
| +21% | +$1.25M | 1.99% | 28 |
|
|
2016
Q4 | $6.65M | Buy |
124,608
+2,753
| +2% | +$147K | 2.05% | 25 |
|
|
2016
Q3 | $6.33M | Buy |
121,855
+97
| +0.1% | +$5.04K | 1.99% | 24 |
|
|
2016
Q2 | $6.8M | Sell |
121,758
-1,843
| -1% | -$103K | 2.22% | 11 |
|
|
2016
Q1 | $6.68M | Sell |
123,601
-8,557
| -6% | -$463K | 2.2% | 11 |
|
|
2015
Q4 | $6.11M | Buy |
132,158
+1,291
| +1% | +$59.7K | 2.14% | 26 |
|
|
2015
Q3 | $5.69M | Buy |
130,867
+8,181
| +7% | +$356K | 1.89% | 28 |
|
|
2015
Q2 | $5.72M | Buy |
122,686
+4,482
| +4% | +$209K | 1.87% | 26 |
|
|
2015
Q1 | $5.75M | Buy |
118,204
+5,414
| +5% | +$263K | 1.88% | 29 |
|
|
2014
Q4 | $5.28M | Sell |
112,790
-585
| -0.5% | -$27.4K | 1.86% | 33 |
|
|
2014
Q3 | $5.67M | Buy |
113,375
+3,309
| +3% | +$165K | 1.92% | 21 |
|
|
2014
Q2 | $5.39M | Buy |
110,066
+1,633
| +2% | +$79.9K | 1.87% | 26 |
|
|
2014
Q1 | $5.16M | Buy |
108,433
+7,446
| +7% | +$354K | 1.85% | 32 |
|
|
2013
Q4 | $4.96M | Buy |
100,987
+3,200
| +3% | +$157K | 1.87% | 30 |
|
|
2013
Q3 | $4.56M | Buy |
97,787
+4,899
| +5% | +$229K | 1.84% | 32 |
|
|
2013
Q2 | $4.68M | Buy |
+92,888
| New | +$4.68M | 2.08% | 20 |
|