Hefty Wealth Partners’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $9K | Sell |
180
-17,144
| -99% | -$857K | 0.01% | 187 |
|
|
2017
Q4 | $917K | Buy |
17,324
+9,541
| +123% | +$505K | 0.57% | 57 |
|
|
2017
Q3 | $385K | Buy |
7,783
+7,603
| +4,224% | +$376K | 0.25% | 75 |
|
|
2017
Q2 | $8K | Sell |
180
-26,230
| -99% | -$1.17M | 0.01% | 174 |
|
|
2017
Q1 | $1.29M | Buy |
26,410
+26,230
| +14,572% | +$1.28M | 0.94% | 41 |
|
|
2016
Q4 | $9K | Sell |
180
-19,641
| -99% | -$982K | 0.01% | 170 |
|
|
2016
Q3 | $1.03M | Buy |
19,821
+19,641
| +10,912% | +$1.02M | 0.78% | 45 |
|
|
2016
Q2 | $10K | Hold |
180
| – | – | 0.01% | 146 |
|
|
2016
Q1 | $9K | Hold |
180
| – | – | 0.01% | 156 |
|
|
2015
Q4 | $8K | Buy |
+180
| New | +$8K | 0.01% | 149 |
|