Harfst & Associates’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-830
| Closed | -$37K | – | 212 |
|
|
2017
Q2 | $37K | Hold |
830
| – | – | 0.01% | 147 |
|
|
2017
Q1 | $40K | Buy |
+830
| New | +$40K | 0.02% | 157 |
|
|
2016
Q1 | – | Sell |
-1,284
| Closed | -$59K | – | 246 |
|
|
2015
Q4 | $59K | Hold |
1,284
| – | – | 0.02% | 174 |
|
|
2015
Q3 | $56K | Sell |
1,284
-854
| -40% | -$37.2K | 0.02% | 170 |
|
|
2015
Q2 | $99K | Buy |
+2,138
| New | +$99K | 0.06% | 121 |
|