RGT Wealth Advisors’s Verizon VZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-3,898
| Closed | -$206K | – | 112 |
|
|
2017
Q4 | $206K | Buy |
+3,898
| New | +$206K | 0.11% | 93 |
|
|
2017
Q1 | – | Sell |
-4,157
| Closed | -$222K | – | 137 |
|
|
2016
Q4 | $222K | Buy |
4,157
+40
| +1% | +$2.14K | 0.12% | 103 |
|
|
2016
Q3 | $214K | Buy |
+4,117
| New | +$214K | 0.13% | 102 |
|