Heartwood Wealth Management’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2016
Q3
$26K Sell
505
-241
-32% -$12.4K 0.04% 13
2016
Q2
$42K Hold
746
0.06% 14
2016
Q1
$40K Hold
746
0.06% 13
2015
Q4
$35K Buy
+746
New +$35K 0.04% 13