KSA
Ken Stern & Associates’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $438K | Buy |
8,206
+1
| +0% | +$53 | 0.19% | 69 |
|
|
2018
Q2 | $413K | Buy |
8,205
+926
| +13% | +$46.6K | 0.19% | 71 |
|
|
2018
Q1 | $348K | Sell |
7,279
-7,743
| -52% | -$370K | 0.15% | 77 |
|
|
2017
Q4 | $795K | Sell |
15,022
-358
| -2% | -$18.9K | 0.35% | 31 |
|
|
2017
Q3 | $760K | Buy |
15,380
+423
| +3% | +$20.9K | 0.34% | 30 |
|
|
2017
Q2 | $670K | Sell |
14,957
-1,497
| -9% | -$67.1K | 0.31% | 32 |
|
|
2017
Q1 | $755K | Buy |
16,454
+268
| +2% | +$12.3K | 0.35% | 28 |
|
|
2016
Q4 | $864K | Buy |
16,186
+2,568
| +19% | +$137K | 0.45% | 22 |
|
|
2016
Q3 | $708K | Buy |
13,618
+794
| +6% | +$41.3K | 0.49% | 25 |
|
|
2016
Q2 | $716K | Buy |
12,824
+429
| +3% | +$24K | 0.56% | 20 |
|
|
2016
Q1 | $670K | Sell |
12,395
-412
| -3% | -$22.3K | 0.46% | 29 |
|
|
2015
Q4 | $592K | Sell |
12,807
-769
| -6% | -$35.5K | 0.4% | 41 |
|
|
2015
Q3 | $591K | Sell |
13,576
-2,440
| -15% | -$106K | 0.46% | 33 |
|
|
2015
Q2 | $747K | Sell |
16,016
-397
| -2% | -$18.5K | 0.54% | 29 |
|
|
2015
Q1 | $798K | Sell |
16,413
-2,394
| -13% | -$116K | 0.6% | 30 |
|
|
2014
Q4 | $880K | Buy |
+18,807
| New | +$880K | 0.68% | 37 |
|