Integrated Wealth Counsel’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $136K | Sell |
2,552
-1,134
| -31% | -$60.4K | 0.29% | 41 |
|
|
2016
Q3 | $192K | Buy |
3,686
+636
| +21% | +$33.1K | 0.4% | 29 |
|
|
2016
Q2 | $170K | Hold |
3,050
| – | – | 0.39% | 27 |
|
|
2016
Q1 | $165K | Hold |
3,050
| – | – | 0.38% | 28 |
|
|
2015
Q4 | $141K | Hold |
3,050
| – | – | 0.23% | 29 |
|
|
2015
Q3 | $133K | Hold |
3,050
| – | – | 0.22% | 30 |
|
|
2015
Q2 | $142K | Hold |
3,050
| – | – | 0.2% | 32 |
|
|
2015
Q1 | $148K | Hold |
3,050
| – | – | 0.19% | 35 |
|
|
2014
Q4 | $143K | Hold |
3,050
| – | – | 0.17% | 35 |
|
|
2014
Q3 | $152K | Hold |
3,050
| – | – | 0.16% | 33 |
|
|
2014
Q2 | $149K | Hold |
3,050
| – | – | 0.12% | 48 |
|
|
2014
Q1 | $145K | Sell |
3,050
-266
| -8% | -$12.6K | 0.11% | 65 |
|
|
2013
Q4 | $163K | Hold |
3,316
| – | – | 0.12% | 65 |
|
|
2013
Q3 | $155K | Hold |
3,316
| – | – | 0.11% | 64 |
|
|
2013
Q2 | $167K | Buy |
+3,316
| New | +$167K | 0.12% | 68 |
|