Integrated Wealth Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $2.63M | Buy |
53,980
+4,902
| +10% | +$239K | 0.88% | 33 |
|
|
2016
Q4 | $2.62M | Buy |
49,078
+344
| +0.7% | +$18.4K | 0.98% | 30 |
|
|
2016
Q3 | $2.53M | Buy |
48,734
+6,583
| +16% | +$342K | 0.91% | 29 |
|
|
2016
Q2 | $2.35M | Buy |
42,151
+10,775
| +34% | +$602K | 0.91% | 27 |
|
|
2016
Q1 | $1.7M | Buy |
31,376
+25
| +0.1% | +$1.35K | 0.72% | 32 |
|
|
2015
Q4 | $1.45M | Buy |
31,351
+1,723
| +6% | +$79.6K | 0.62% | 37 |
|
|
2015
Q3 | $1.29M | Sell |
29,628
-1,540
| -5% | -$67K | 0.56% | 43 |
|
|
2015
Q2 | $1.45M | Sell |
31,168
-172
| -0.5% | -$8.02K | 0.56% | 38 |
|
|
2015
Q1 | $1.52M | Buy |
+31,340
| New | +$1.52M | 0.64% | 33 |
|