Jacobus 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
Q3 | $511K | Hold |
10,316
| – | – | 0.13% | 105 |
|
|
2017
Q2 | $461K | Hold |
10,316
| – | – | 0.12% | 113 |
|
|
2017
Q1 | $503K | Hold |
10,316
| – | – | 0.14% | 102 |
|
|
2016
Q4 | $551K | Hold |
10,316
| – | – | 0.16% | 98 |
|
|
2016
Q3 | $536K | Sell |
10,316
-635
| -6% | -$33K | 0.16% | 100 |
|
|
2016
Q2 | $612K | Sell |
10,951
-5,196
| -32% | -$290K | 0.19% | 85 |
|
|
2016
Q1 | $873K | Buy |
16,147
+267
| +2% | +$14.4K | 0.26% | 81 |
|
|
2015
Q4 | $734K | Sell |
15,880
-825
| -5% | -$38.1K | 0.21% | 92 |
|
|
2015
Q3 | $727K | Hold |
16,705
| – | – | 0.21% | 84 |
|
|
2015
Q2 | $779K | Sell |
16,705
-121
| -0.7% | -$5.64K | 0.19% | 92 |
|
|
2015
Q1 | $818K | Hold |
16,826
| – | – | 0.21% | 84 |
|
|
2014
Q4 | $787K | Hold |
16,826
| – | – | 0.2% | 84 |
|
|
2014
Q3 | $841K | Buy |
16,826
+208
| +1% | +$10.4K | 0.23% | 87 |
|
|
2014
Q2 | $813K | Hold |
16,618
| – | – | 0.21% | 96 |
|
|
2014
Q1 | $791K | Buy |
16,618
+642
| +4% | +$30.6K | 0.19% | 95 |
|
|
2013
Q4 | $785K | Buy |
15,976
+4,725
| +42% | +$232K | 0.23% | 93 |
|
|
2013
Q3 | $525K | Hold |
11,251
| – | – | 0.18% | 96 |
|
|
2013
Q2 | $566K | Buy |
+11,251
| New | +$566K | 0.21% | 90 |
|