Marshwinds Advisory’s Verizon VZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
$2.43M Sell
43,163
-2,681
-6% -$151K 1.3% 30
2018
Q3
$2.45M Sell
45,844
-625
-1% -$33.4K 1.12% 36
2018
Q2
$2.34M Sell
46,469
-775
-2% -$39K 1.11% 37
2018
Q1
$2.26M Sell
47,244
-1,050
-2% -$50.2K 1.07% 37
2017
Q4
$2.56M Sell
48,294
-1,921
-4% -$102K 1.18% 34
2017
Q3
$2.49M Sell
50,215
-2,526
-5% -$125K 1.15% 36
2017
Q2
$2.36M Sell
52,741
-859
-2% -$38.4K 1.11% 36
2017
Q1
$2.61M Sell
53,600
-1,259
-2% -$61.4K 1.22% 31
2016
Q4
$2.93M Sell
54,859
-780
-1% -$41.6K 1.39% 27
2016
Q3
$2.89M Sell
55,639
-147
-0.3% -$7.64K 1.41% 26
2016
Q2
$3.12M Buy
55,786
+75
+0.1% +$4.19K 1.52% 26
2016
Q1
$3.01M Sell
55,711
-598
-1% -$32.3K 1.55% 22
2015
Q4
$2.6M Sell
56,309
-1,625
-3% -$75.1K 1.36% 28
2015
Q3
$2.52M Sell
57,934
-337
-0.6% -$14.7K 1.35% 28
2015
Q2
$2.72M Sell
58,271
-1,949
-3% -$90.8K 1.37% 24
2015
Q1
$2.93M Buy
60,220
+1
+0% +$49 1.39% 24
2014
Q4
$2.82M Buy
60,219
+136
+0.2% +$6.36K 1.33% 25
2014
Q3
$3M Sell
60,083
-1,149
-2% -$57.4K 1.49% 19
2014
Q2
$3M Buy
61,232
+1,412
+2% +$69.1K 1.44% 20
2014
Q1
$2.85M Buy
59,820
+2,535
+4% +$121K 1.44% 21
2013
Q4
$2.82M Sell
57,285
-2,067
-3% -$102K 1.49% 19
2013
Q3
$2.77M Buy
59,352
+951
+2% +$44.4K 1.59% 16
2013
Q2
$2.94M Buy
+58,401
New +$2.94M 1.75% 14