Montgomery Investment Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,780
| Closed | -$202K | – | 94 |
|
|
2018
Q3 | $202K | Buy |
+3,780
| New | +$202K | 0.08% | 92 |
|
|
2016
Q3 | – | Sell |
-3,650
| Closed | -$204K | – | 96 |
|
|
2016
Q2 | $204K | Buy |
+3,650
| New | +$204K | 0.1% | 92 |
|
|
2013
Q4 | – | Sell |
-17,326
| Closed | -$809K | – | 76 |
|
|
2013
Q3 | $809K | Sell |
17,326
-1,166
| -6% | -$54.4K | 0.44% | 53 |
|
|
2013
Q2 | $931K | Buy |
+18,492
| New | +$931K | 0.51% | 47 |
|