LBA 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 | $481K | Buy |
9,865
+716
| +8% | +$34.9K | 0.25% | 67 |
|
|
2016
Q4 | $488K | Sell |
9,149
-465
| -5% | -$24.8K | 0.27% | 67 |
|
|
2016
Q3 | $500K | Buy |
9,614
+584
| +6% | +$30.4K | 0.28% | 63 |
|
|
2016
Q2 | $504K | Buy |
9,030
+500
| +6% | +$27.9K | 0.28% | 63 |
|
|
2016
Q1 | $461K | Sell |
8,530
-70
| -0.8% | -$3.78K | 0.27% | 66 |
|
|
2015
Q4 | $397K | Buy |
8,600
+1,453
| +20% | +$67.1K | 0.23% | 77 |
|
|
2015
Q3 | $311K | Buy |
7,147
+482
| +7% | +$21K | 0.2% | 86 |
|
|
2015
Q2 | $311K | Buy |
6,665
+365
| +6% | +$17K | 0.2% | 85 |
|
|
2015
Q1 | $306K | Buy |
6,300
+725
| +13% | +$35.2K | 0.19% | 87 |
|
|
2014
Q4 | $261K | Buy |
5,575
+2,800
| +101% | +$131K | 0.17% | 87 |
|
|
2014
Q3 | $139K | Sell |
2,775
-150
| -5% | -$7.51K | 0.1% | 115 |
|
|
2014
Q2 | $143K | Buy |
2,925
+115
| +4% | +$5.62K | 0.12% | 108 |
|
|
2014
Q1 | $134K | Buy |
2,810
+150
| +6% | +$7.15K | 0.11% | 110 |
|
|
2013
Q4 | $131K | Buy |
+2,660
| New | +$131K | 0.11% | 98 |
|