Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2016
Q2
Sell
-7,700
Closed -$416K 52
2016
Q1
$416K Hold
7,700
0.42% 36
2015
Q4
$356K Sell
7,700
-300
-4% -$13.6K 0.37% 36
2015
Q3
$348K Sell
8,000
-13,500
-63% -$623K 0.36% 36
2015
Q2
$1M Sell
21,500
-46,250
-68% -$2.26M 0.97% 28
2015
Q1
$3.29M Sell
67,750
-5,500
-8% -$265K 3.23% 11
2014
Q4
$3.43M Buy
73,250
+59,750
+443% +$2.92M 3.23% 12
2014
Q3
$675K Sell
13,500
-300
-2% -$14.9K 0.66% 29
2014
Q2
$675K Buy
+13,800
New +$669K 0.63% 32

Other funds holding VZ