SAM
Solaris Asset Management’s Verizon VZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$89K | – | 300 |
|
|
2017
Q2 | $89K | Hold |
2,000
| – | – | 0.05% | 139 |
|
|
2017
Q1 | $98K | Sell |
2,000
-405
| -17% | -$19.8K | 0.06% | 129 |
|
|
2016
Q4 | $128K | Hold |
2,405
| – | – | 0.08% | 113 |
|
|
2016
Q3 | $125K | Buy |
+2,405
| New | +$125K | 0.08% | 112 |
|
|
2015
Q1 | – | Sell |
-364
| Closed | -$17K | – | 229 |
|
|
2014
Q4 | $17K | Buy |
+364
| New | +$17K | 0.01% | 199 |
|