SHJ
Sharkey, Howes & Javer’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-255
| Closed | -$15K | – | 181 |
|
|
2019
Q2 | $15K | Hold |
255
| – | – | 0.01% | 142 |
|
|
2019
Q1 | $15K | Hold |
255
| – | – | 0.01% | 146 |
|
|
2018
Q4 | $14K | Hold |
255
| – | – | 0.01% | 143 |
|
|
2018
Q3 | $14K | Sell |
255
-728
| -74% | -$40K | 0.01% | 155 |
|
|
2018
Q2 | $49K | Hold |
983
| – | – | 0.03% | 102 |
|
|
2018
Q1 | $47K | Hold |
983
| – | – | 0.03% | 94 |
|
|
2017
Q4 | $52K | Hold |
983
| – | – | 0.03% | 89 |
|
|
2017
Q3 | $48K | Hold |
983
| – | – | 0.03% | 89 |
|
|
2017
Q2 | $44K | Sell |
983
-400
| -29% | -$17.9K | 0.02% | 90 |
|
|
2017
Q1 | $67K | Hold |
1,383
| – | – | 0.04% | 80 |
|
|
2016
Q4 | $74K | Hold |
1,383
| – | – | 0.04% | 76 |
|
|
2016
Q3 | $72K | Hold |
1,383
| – | – | 0.04% | 78 |
|
|
2016
Q2 | $77K | Hold |
1,383
| – | – | 0.05% | 77 |
|
|
2016
Q1 | $75K | Hold |
1,383
| – | – | 0.06% | 78 |
|
|
2015
Q4 | $64K | Sell |
1,383
-792
| -36% | -$36.7K | 0.04% | 80 |
|
|
2015
Q3 | $99K | Buy |
2,175
+792
| +57% | +$36.1K | 0.08% | 55 |
|
|
2015
Q2 | $64K | Sell |
1,383
-844
| -38% | -$39.1K | 0.05% | 62 |
|
|
2015
Q1 | $108K | Buy |
+2,227
| New | +$108K | 0.07% | 63 |
|