Partners Capital Investment Group’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | – | Sell |
-17,182
| Closed | -$838K | – | 68 |
|
2017
Q1 | $838K | Hold |
17,182
| – | – | 0.17% | 32 |
|
2016
Q4 | $917K | Sell |
17,182
-2,271
| -12% | -$121K | 0.21% | 32 |
|
2016
Q3 | $1.01M | Sell |
19,453
-664
| -3% | -$34.5K | 0.25% | 35 |
|
2016
Q2 | $1.12M | Hold |
20,117
| – | – | 0.31% | 28 |
|
2016
Q1 | $1.09M | Hold |
20,117
| – | – | 0.32% | 28 |
|
2015
Q4 | $930K | Buy |
+20,117
| New | +$930K | 0.31% | 25 |
|