Independent Portfolio Consultants’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $112K | Sell |
2,507
-937
| -27% | -$41.9K | 0.05% | 399 |
|
2017
Q1 | $168K | Sell |
3,444
-2,768
| -45% | -$135K | 0.06% | 357 |
|
2016
Q4 | $332K | Sell |
6,212
-6,417
| -51% | -$343K | 0.11% | 252 |
|
2016
Q3 | $656K | Buy |
12,629
+1,940
| +18% | +$101K | 0.21% | 177 |
|
2016
Q2 | $597K | Buy |
10,689
+5,663
| +113% | +$316K | 0.19% | 190 |
|
2016
Q1 | $272K | Buy |
5,026
+1,235
| +33% | +$66.8K | 0.08% | 297 |
|
2015
Q4 | $175K | Buy |
3,791
+260
| +7% | +$12K | 0.05% | 352 |
|
2015
Q3 | $154K | Sell |
3,531
-418
| -11% | -$18.2K | 0.03% | 387 |
|
2015
Q2 | $184K | Buy |
3,949
+834
| +27% | +$38.9K | 0.04% | 376 |
|
2015
Q1 | $151K | Buy |
3,115
+887
| +40% | +$43K | 0.03% | 414 |
|
2014
Q4 | $104K | Sell |
2,228
-108
| -5% | -$5.04K | 0.02% | 495 |
|
2014
Q3 | $117K | Sell |
2,336
-1,391
| -37% | -$69.7K | 0.03% | 523 |
|
2014
Q2 | $182K | Buy |
+3,727
| New | +$182K | 0.05% | 454 |
|