Retirement Design & Management’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-32,619
| Closed | -$1.82M | – | 63 |
|
|
2016
Q2 | $1.82M | Buy |
32,619
+2,767
| +9% | +$154K | 1.14% | 20 |
|
|
2016
Q1 | $1.61M | Sell |
29,852
-578
| -2% | -$31.3K | 1.15% | 23 |
|
|
2015
Q4 | $1.41M | Sell |
30,430
-1,072
| -3% | -$49.5K | 0.78% | 31 |
|
|
2015
Q3 | $1.37M | Buy |
31,502
+1
| +0% | +$44 | 1.42% | 21 |
|
|
2015
Q2 | $1.47M | Sell |
31,501
-3,984
| -11% | -$186K | 1.26% | 22 |
|
|
2015
Q1 | $1.72M | Sell |
35,485
-3,712
| -9% | -$180K | 1.5% | 21 |
|
|
2014
Q4 | $1.83M | Buy |
+39,197
| New | +$1.83M | 1.39% | 21 |
|