Independence Trust’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-10,424
| Closed | -$482K | – | 68 |
|
|
2015
Q4 | $482K | Sell |
10,424
-166
| -2% | -$7.68K | 0.63% | 35 |
|
|
2015
Q3 | $461K | Hold |
10,590
| – | – | 0.47% | 44 |
|
|
2015
Q2 | $494K | Hold |
10,590
| – | – | 0.33% | 53 |
|
|
2015
Q1 | $515K | Buy |
10,590
+1,000
| +10% | +$48.6K | 0.33% | 54 |
|
|
2014
Q4 | $449K | Buy |
+9,590
| New | +$449K | 0.27% | 68 |
|