Invictus RG’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,152
| Closed | -$57K | – | 517 |
|
|
2017
Q3 | $57K | Buy |
+1,152
| New | +$57K | 0.05% | 356 |
|
|
2017
Q1 | – | Sell |
-535
| Closed | -$29K | – | 844 |
|
|
2016
Q4 | $29K | Sell |
535
-314
| -37% | -$17K | 0.02% | 507 |
|
|
2016
Q3 | $44K | Sell |
849
-2,683
| -76% | -$139K | 0.03% | 469 |
|
|
2016
Q2 | $197K | Sell |
3,532
-1,752
| -33% | -$97.7K | 0.21% | 183 |
|
|
2016
Q1 | $286K | Buy |
5,284
+1,707
| +48% | +$92.4K | 0.35% | 97 |
|
|
2015
Q4 | $165K | Buy |
+3,577
| New | +$165K | 0.16% | 231 |
|