KMS Financial Services’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $8.97M | Buy |
179,373
+3,747
| +2% | +$187K | 1.26% | 12 |
|
|
2014
Q2 | $8.59M | Buy |
175,626
+933
| +0.5% | +$45.7K | 1.23% | 12 |
|
|
2014
Q1 | $8.31M | Buy |
174,693
+29,405
| +20% | +$1.4M | 1.31% | 12 |
|
|
2013
Q4 | $7.14M | Buy |
145,288
+81,194
| +127% | +$3.99M | 1.21% | 12 |
|
|
2013
Q3 | $2.99M | Buy |
64,094
+3,078
| +5% | +$144K | 0.73% | 24 |
|
|
2013
Q2 | $3.07M | Buy |
+61,016
| New | +$3.07M | 0.86% | 17 |
|