Franklin, Parlapiano, Turner & Welch’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 |
-2,783
| Closed | -$136K | – | 110 |
|
|
2017
Q1 | $136K | Buy |
2,783
+25
| +0.9% | +$1.22K | 0.06% | 52 |
|
|
2016
Q4 | $147K | Hold |
2,758
| – | – | 0.07% | 53 |
|
|
2016
Q3 | $143K | Hold |
2,758
| – | – | 0.07% | 51 |
|
|
2016
Q2 | $154K | Buy |
2,758
+2,725
| +8,258% | +$152K | 0.08% | 48 |
|
|
2016
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 117 |
|
|
2015
Q4 | $2K | Hold |
33
| – | – | ﹤0.01% | 121 |
|
|
2015
Q3 | $1K | Buy |
+33
| New | +$1K | ﹤0.01% | 108 |
|