Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vodafone VOD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-8,787
| Closed | -$214K | – | 363 |
|
2018
Q2 | $214K | Hold |
8,787
| – | – | 0.08% | 72 |
|
2018
Q1 | $244K | Buy |
8,787
+3,323
| +61% | +$92.3K | 0.09% | 66 |
|
2017
Q4 | $177K | Hold |
5,464
| – | – | 0.46% | 44 |
|
2017
Q3 | $155K | Sell |
5,464
-107
| -2% | -$3.04K | 0.06% | 70 |
|
2017
Q2 | $160K | Hold |
5,571
| – | – | 0.06% | 70 |
|
2017
Q1 | $148K | Hold |
5,571
| – | – | 0.06% | 77 |
|
2016
Q4 | $137K | Sell |
5,571
-243
| -4% | -$5.98K | 0.04% | 92 |
|
2016
Q3 | $169K | Buy |
5,814
+280
| +5% | +$8.14K | 0.07% | 64 |
|
2016
Q2 | $170K | Hold |
5,534
| – | – | 0.07% | 65 |
|
2016
Q1 | $177K | Hold |
5,534
| – | – | 0.08% | 55 |
|
2015
Q4 | $179K | Buy |
+5,534
| New | +$179K | 0.09% | 53 |
|