Progressive Investment Management’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 |
-13,488
| Closed | -$658K | – | 50 |
|
|
2017
Q1 | $658K | Hold |
13,488
| – | – | 0.55% | 41 |
|
|
2016
Q4 | $720K | Sell |
13,488
-122
| -0.9% | -$6.51K | 0.66% | 41 |
|
|
2016
Q3 | $707K | Sell |
13,610
-512
| -4% | -$26.6K | 0.66% | 39 |
|
|
2016
Q2 | $789K | Buy |
14,122
+530
| +4% | +$29.6K | 0.76% | 39 |
|
|
2016
Q1 | $735K | Sell |
13,592
-290
| -2% | -$15.7K | 0.75% | 39 |
|
|
2015
Q4 | $642K | Sell |
13,882
-108
| -0.8% | -$5K | 0.69% | 36 |
|
|
2015
Q3 | $609K | Buy |
13,990
+487
| +4% | +$21.2K | 0.7% | 36 |
|
|
2015
Q2 | $629K | Sell |
13,503
-4,026
| -23% | -$188K | 0.69% | 36 |
|
|
2015
Q1 | $852K | Sell |
17,529
-172,372
| -91% | -$8.38M | 2.94% | 5 |
|
|
2014
Q4 | $8.88M | Buy |
189,901
+373
| +0.2% | +$17.5K | 3.05% | 8 |
|
|
2014
Q3 | $9.47M | Sell |
189,528
-101
| -0.1% | -$5.05K | 3.28% | 7 |
|
|
2014
Q2 | $9.28M | Buy |
189,629
+41,166
| +28% | +$2.01M | 2.99% | 5 |
|
|
2014
Q1 | $7.06M | Buy |
148,463
+148,341
| +121,591% | +$7.06M | 2.27% | 27 |
|
|
2013
Q4 | $6K | Buy |
+122
| New | +$6K | ﹤0.01% | 56 |
|