LA
Lucus Advisors’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-7,516
| Closed | -$391K | – | 178 |
|
|
2016
Q3 | $391K | Buy |
7,516
+1,289
| +21% | +$67.1K | 0.34% | 170 |
|
|
2016
Q2 | $348K | Sell |
6,227
-3,418
| -35% | -$191K | 0.29% | 148 |
|
|
2016
Q1 | $522K | Sell |
9,645
-1,156
| -11% | -$62.6K | 0.31% | 120 |
|
|
2015
Q4 | $499K | Buy |
10,801
+898
| +9% | +$41.5K | 0.3% | 34 |
|
|
2015
Q3 | $431K | Sell |
9,903
-649
| -6% | -$28.2K | 0.24% | 196 |
|
|
2015
Q2 | $492K | Buy |
+10,552
| New | +$492K | 0.24% | 197 |
|
|
2015
Q1 | – | Sell |
-9,496
| Closed | -$444K | – | 358 |
|
|
2014
Q4 | $444K | Buy |
+9,496
| New | +$444K | 0.2% | 238 |
|